Grant Private Wealth Management’s Goldman Sachs GS Stock Holding History

Grant Private Wealth Management’s Portfolio GS Stock Details GS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.02M	Buy	1,013 +67	+7%	+$65.3K	0.43%	47
2026 Q1	$800K	Buy	946 +129	+16%	+$115K	0.42%	51
2025 Q4	$718K	Sell	817 -24	-3%	-$19.6K	0.43%	48
2025 Q3	$670K	Buy	+841	New	+$623K	0.41%	54
2025 Q2	–	Sell	-708	Closed	-$387K	–	92
2025 Q1	$387K	Buy	+708	New	+$426K	0.42%	70

Other funds holding GS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Grant Private Wealth Management's GS Position: Q2 2026 in Review

Grant Private Wealth Management increased its Goldman Sachs (GS) stake by 7.1% in Q2 2026, buying an estimated $65.3K and bringing the position to 1,013 shares worth $1.02M. The position accounts for 0.43% of the portfolio, ranked #47.

Grant Private Wealth Management first reported a position in GS in Q1 2025 and has held it in 5 quarters since. 549 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Grant Private Wealth Management held 1,013 shares of Goldman Sachs worth $1.02M as of Q2 2026.
Grant Private Wealth Management bought 67 Goldman Sachs shares in Q2 2026, an estimated $65.3K.
Goldman Sachs made up 0.43% of Grant Private Wealth Management's portfolio in Q2 2026, its #47 holding.
Grant Private Wealth Management first reported a position in Goldman Sachs in Q1 2025 and has held it in 5 quarters since.
549 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.