Graves Light Lenhart Wealth
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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
Q3 		$338K Hold
376
– – 0.03% 145
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 		$5.6M 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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Graves Light Lenhart Wealth's GS Position: Q3 2026 in Review

Graves Light Lenhart Wealth held its Goldman Sachs (GS) position steady in Q3 2026 at 376 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #145.

Graves Light Lenhart Wealth first reported a position in GS in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.49M in Q2 2021. 1,980 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Graves Light Lenhart Wealth held 376 shares of Goldman Sachs worth $338K as of Q3 2026.
  • Graves Light Lenhart Wealth left its Goldman Sachs share count unchanged in Q3 2026.
  • Goldman Sachs made up 0.03% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #145 holding.
  • Graves Light Lenhart Wealth first reported a position in Goldman Sachs in Q4 2018 and has held it in 31 quarters since.
  • Graves Light Lenhart Wealth's Goldman Sachs position peaked at $6.49M in Q2 2021.
  • 1,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.