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 Q3	$1.85M	Buy	2,050 +1,037	+102%	+$1.06M	0.83%	22
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

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

Grant Private Wealth Management's GS Position: Q3 2026 in Review

Grant Private Wealth Management increased its Goldman Sachs (GS) stake by 102% in Q3 2026, buying an estimated $1.06M and bringing the position to 2,050 shares worth $1.85M. The position accounts for 0.83% of the portfolio, ranked #22.

Grant Private Wealth Management first reported a position in GS in Q1 2025 and has held it in 6 quarters since. 723 funds tracked by Wall St. Rank hold GS as of Q3 2026.

Grant Private Wealth Management held 2,050 shares of Goldman Sachs worth $1.85M as of Q3 2026.
Grant Private Wealth Management bought 1,037 Goldman Sachs shares in Q3 2026, an estimated $1.06M.
Goldman Sachs made up 0.83% of Grant Private Wealth Management's portfolio in Q3 2026, its #22 holding.
Grant Private Wealth Management first reported a position in Goldman Sachs in Q1 2025 and has held it in 6 quarters since.
723 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.