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HB Wealth Management’s Goldman Sachs GS Stock Holding History

HB 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
Q2 		$20M Buy
19,781
+698
+4% +$681K 0.11% 105
2026
Q1 		$16.1M Buy
19,083
+627
+3% +$559K 0.1% 103
2025
Q4 		$16.2M Buy
18,456
+807
+5% +$658K 0.1% 104
2025
Q3 		$14.1M Buy
17,649
+2,926
+20% +$2.17M 0.1% 116
2025
Q2 		$10.4M Buy
14,723
+501
+4% +$290K 0.08% 129
2025
Q1 		$7.77M Buy
14,222
+4,364
+44% +$2.63M 0.07% 163
2024
Q4 		$5.65M Buy
9,858
+588
+6% +$328K 0.06% 151
2024
Q3 		$4.59M Buy
9,270
+732
+9% +$358K 0.05% 165
2024
Q2 		$3.86M Buy
8,538
+1,082
+15% +$475K 0.05% 177
2024
Q1 		$3.11M Buy
7,456
+231
+3% +$89.6K 0.04% 187
2023
Q4 		$2.79M Sell
7,225
-1,460
-17% -$487K 0.04% 185
2023
Q3 		$2.81M Buy
8,685
+1,227
+16% +$410K 0.05% 168
2023
Q2 		$2.41M Buy
7,458
+136
+2% +$44.7K 0.04% 184
2023
Q1 		$2.4M Buy
7,322
+78
+1% +$27.2K 0.04% 179
2022
Q4 		$2.49M Buy
7,244
+1,139
+19% +$397K 0.05% 175
2022
Q3 		$1.79M Sell
6,105
-67
-1% -$21.7K 0.04% 190
2022
Q2 		$1.83M Buy
6,172
+2,084
+51% +$649K 0.04% 183
2022
Q1 		$1.35M Buy
4,088
+1,774
+77% +$627K 0.03% 228
2021
Q4 		$885K Buy
+2,314
New +$916K 0.02% 254

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HB Wealth Management's GS Position: Q2 2026 in Review

HB Wealth Management increased its Goldman Sachs (GS) stake by 3.7% in Q2 2026, buying an estimated $681K and bringing the position to 19,781 shares worth $20M. The position accounts for 0.11% of the portfolio, ranked #105.

HB Wealth Management first reported a position in GS in Q4 2021 and has held it in 19 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • HB Wealth Management held 19,781 shares of Goldman Sachs worth $20M as of Q2 2026.
  • HB Wealth Management bought 698 Goldman Sachs shares in Q2 2026, an estimated $681K.
  • Goldman Sachs made up 0.11% of HB Wealth Management's portfolio in Q2 2026, its #105 holding.
  • HB Wealth Management first reported a position in Goldman Sachs in Q4 2021 and has held it in 19 quarters since.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.