Guardian Partners’s Goldman Sachs GS Stock Holding History

Guardian 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	$941K	Sell	1,045 -980	-48%	-$1M	0.08%	122
2026 Q2	$2.05M	Sell	2,025 -1,216	-38%	-$1.19M	0.18%	82
2026 Q1	$2.75M	Buy	3,241 +1,241	+62%	+$1.11M	0.23%	77
2025 Q4	$1.82M	Sell	2,000 -675	-25%	-$551K	0.15%	98
2025 Q3	$2.1M	Sell	2,675 -1,000	-27%	-$741K	0.18%	86
2025 Q2	$2.56M	Buy	3,675 +1,375	+60%	+$797K	0.23%	83
2025 Q1	$1.22M	Buy	+2,300	New	+$1.38M	0.13%	102

Other funds holding GS

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

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Guardian Partners's GS Position: Q3 2026 in Review

Guardian Partners reduced its Goldman Sachs (GS) stake by 48% in Q3 2026, selling an estimated $1M and leaving 1,045 shares worth $941K. The position accounts for 0.08% of the portfolio, ranked #122.

Guardian Partners first reported a position in GS in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.75M in Q1 2026. 1,745 funds tracked by Wall St. Rank hold GS as of Q3 2026.

Guardian Partners held 1,045 shares of Goldman Sachs worth $941K as of Q3 2026.
Guardian Partners sold 980 Goldman Sachs shares in Q3 2026, an estimated $1M.
Goldman Sachs made up 0.08% of Guardian Partners's portfolio in Q3 2026, its #122 holding.
Guardian Partners first reported a position in Goldman Sachs in Q1 2025 and has held it in 7 quarters since.
Guardian Partners's Goldman Sachs position peaked at $2.75M in Q1 2026.
1,745 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.