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Heritage Family Offices’s Goldman Sachs GS Stock Holding History

Heritage Family Offices’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 		$983K Buy
972
+322
+50% +$314K 0.38% 62
2026
Q1 		$550K Buy
650
+330
+103% +$294K 0.24% 95
2025
Q4 		$281K Sell
320
-20
-6% -$16.3K 0.13% 151
2025
Q3 		$271K Buy
+340
New +$252K 0.13% 157

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Heritage Family Offices's GS Position: Q2 2026 in Review

Heritage Family Offices increased its Goldman Sachs (GS) stake by 50% in Q2 2026, buying an estimated $314K and bringing the position to 972 shares worth $983K. The position accounts for 0.38% of the portfolio, ranked #62.

Heritage Family Offices first reported a position in GS in Q3 2025 and has held it in 4 quarters since. 3,164 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Heritage Family Offices held 972 shares of Goldman Sachs worth $983K as of Q2 2026.
  • Heritage Family Offices bought 322 Goldman Sachs shares in Q2 2026, an estimated $314K.
  • Goldman Sachs made up 0.38% of Heritage Family Offices's portfolio in Q2 2026, its #62 holding.
  • Heritage Family Offices first reported a position in Goldman Sachs in Q3 2025 and has held it in 4 quarters since.
  • 3,164 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.