Great Diamond Partners’s Goldman Sachs GS Stock Holding History

Great Diamond Partners’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	$442K	Sell	491 -19	-4%	-$19.4K	0.07%	180
2026 Q2	$516K	Sell	510 -2	-0.4%	-$1.95K	0.09%	159
2026 Q1	$433K	Sell	512 -18	-3%	-$16.1K	0.08%	169
2025 Q4	$466K	Buy	530 +12	+2%	+$9.8K	0.09%	163
2025 Q3	$413K	Sell	518 -3	-0.6%	-$2.22K	0.08%	168
2025 Q2	$369K	Sell	521 -24	-4%	-$13.9K	0.08%	167
2025 Q1	$298K	Buy	545 +17	+3%	+$10.2K	0.08%	143
2024 Q4	$302K	Sell	528 -6	-1%	-$3.35K	0.08%	143
2024 Q3	$264K	Buy	534 +7	+1%	+$3.42K	0.07%	160
2024 Q2	$238K	Sell	527 -11	-2%	-$4.83K	0.06%	189
2024 Q1	$225K	Buy	538 +10	+2%	+$3.88K	0.05%	208
2023 Q4	$204K	Buy	+528	New	+$176K	0.05%	228
2020 Q1	–	Sell	-53	Closed	-$12K	–	319
2019 Q4	$12K	Buy	+53	New	+$11.5K	﹤0.01%	543

Other funds holding GS

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Great Diamond Partners's GS Position: Q3 2026 in Review

Great Diamond Partners reduced its Goldman Sachs (GS) stake by 3.7% in Q3 2026, selling an estimated $19.4K and leaving 491 shares worth $442K. The position accounts for 0.07% of the portfolio, ranked #180.

Great Diamond Partners first reported a position in GS in Q4 2019 and has held it in 13 quarters since. The position peaked at $516K in Q2 2026. 2,130 funds tracked by Wall St. Rank hold GS as of Q3 2026.

Great Diamond Partners held 491 shares of Goldman Sachs worth $442K as of Q3 2026.
Great Diamond Partners sold 19 Goldman Sachs shares in Q3 2026, an estimated $19.4K.
Goldman Sachs made up 0.07% of Great Diamond Partners's portfolio in Q3 2026, its #180 holding.
Great Diamond Partners first reported a position in Goldman Sachs in Q4 2019 and has held it in 13 quarters since.
Great Diamond Partners's Goldman Sachs position peaked at $516K in Q2 2026.
2,130 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.