Graves Light Lenhart Wealth’s Goldman Sachs GS Stock Holding History

Graves Light Lenhart Wealth’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	$380K	Hold	376	–	–	0.04%	142
2026 Q1	$318K	Sell	376 -42	-10%	-$37.5K	0.03%	147
2025 Q4	$367K	Hold	418	–	–	0.04%	130
2025 Q3	$333K	Buy	+418	New	+$310K	0.04%	140
2025 Q2	–	Sell	-512	Closed	-$280K	–	195
2025 Q1	$280K	Sell	512 -31	-6%	-$18.7K	0.03%	148
2024 Q4	$311K	Hold	543	–	–	0.04%	145
2024 Q3	$269K	Sell	543 -185	-25%	-$90.5K	0.03%	154
2024 Q2	$337K	Hold	728	–	–	0.04%	136
2024 Q1	$304K	Sell	728 -8,401	-92%	-$3.26M	0.04%	149
2023 Q4	$3.52M	Sell	9,129 -27	-0.3%	-$9.01K	0.44%	52
2023 Q3	$2.86M	Sell	9,156 -1,258	-12%	-$420K	0.39%	53
2023 Q2	$3.36M	Buy	10,414 +253	+2%	+$83.2K	0.45%	50
2023 Q1	$3.32M	Buy	10,161 +49	+0.5%	+$17.1K	0.51%	45
2022 Q4	$3.47M	Buy	10,112 +171	+2%	+$59.5K	0.53%	45
2022 Q3	$2.91M	Buy	9,941 +118	+1%	+$38.2K	0.49%	48
2022 Q2	$2.92M	Buy	9,823 +102	+1%	+$31.8K	0.45%	51
2022 Q1	$3.21M	Buy	9,721 +173	+2%	+$61.1K	0.45%	52
2021 Q4	$3.65M	Sell	9,548 -24	-0.3%	-$9.5K	0.52%	51
2021 Q3	$3.62M	Sell	9,572 -7,534	-44%	-$2.94M	0.57%	47
2021 Q2	$6.49M	Sell	17,106 -4	-0%	-$1.43K	1.04%	28
2021 Q1	$5.59M	Sell	17,110 -5,921	-26%	-$1.84M	0.96%	29
2020 Q4	$6.07M	Buy	23,031 +12	+0.1%	+$2.67K	1.13%	25
2020 Q3	$4.63M	Buy	23,019 +155	+0.7%	+$31.5K	1.02%	29
2020 Q2	$4.52M	Buy	22,864 +301	+1%	+$56.5K	1.06%	29
2020 Q1	$3.49M	Sell	22,563 -2,010	-8%	-$427K	0.94%	32
2019 Q4	$5.65M	Buy	24,573 +2,627	+12%	+$570K	1.19%	28
2019 Q3	$4.68M	Buy	21,946 +3,882	+21%	+$812K	1.03%	31
2019 Q2	$3.7M	Buy	18,064 +116	+0.6%	+$23K	0.88%	36
2019 Q1	$3.45M	Buy	17,948 +2,576	+17%	+$497K	0.88%	37
2018 Q4	$2.57M	Buy	+15,372	New	+$3.1M	0.75%	38

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

Graves Light Lenhart Wealth's GS Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its Goldman Sachs (GS) position steady in Q2 2026 at 376 shares worth $380K. The position accounts for 0.04% of the portfolio, ranked #142.

Graves Light Lenhart Wealth first reported a position in GS in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.49M in Q2 2021. 549 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Graves Light Lenhart Wealth held 376 shares of Goldman Sachs worth $380K as of Q2 2026.
Graves Light Lenhart Wealth left its Goldman Sachs share count unchanged in Q2 2026.
Goldman Sachs made up 0.04% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #142 holding.
Graves Light Lenhart Wealth first reported a position in Goldman Sachs in Q4 2018 and has held it in 30 quarters since.
Graves Light Lenhart Wealth's Goldman Sachs position peaked at $6.49M in Q2 2021.
549 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.