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HighMark Wealth Management’s Goldman Sachs GS Stock Holding History

HighMark 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 		$9.1K Hold
9
– – ﹤0.01% 331
2026
Q1 		$7.61K Sell
9
-16
-64% -$14.3K ﹤0.01% 323
2025
Q4 		$22K Hold
25
– – 0.01% 231
2025
Q3 		$19.9K Buy
25
+1
+4% +$741 0.01% 233
2025
Q2 		$17K Buy
24
+12
+100% +$6.95K 0.01% 250
2025
Q1 		$6.55K Hold
12
– – ﹤0.01% 336
2024
Q4 		$6.87K Hold
12
– – ﹤0.01% 343
2024
Q3 		$5.94K Buy
+12
New +$5.87K ﹤0.01% 384
2024
Q1 		– Hold
0
– – – 429
2023
Q1 		– Sell
-19
Closed -$6.52K – 607
2022
Q4 		$6.52K Sell
19
-15
-44% -$5.22K ﹤0.01% 308
2022
Q3 		$10K Hold
34
– – 0.01% 243
2022
Q2 		$10K Buy
34
+10
+42% +$3.11K 0.01% 244
2022
Q1 		$8K Buy
24
+1
+4% +$353 0.01% 299
2021
Q4 		$9K Sell
23
-2
-8% -$792 0.01% 276
2021
Q3 		$9K Sell
25
-5
-17% -$1.95K 0.01% 267
2021
Q2 		$11K Sell
30
-9
-23% -$3.22K 0.01% 240
2021
Q1 		$13K Sell
39
-5
-11% -$1.56K 0.01% 203
2020
Q4 		$12K Hold
44
– – 0.01% 201
2020
Q3 		$9K Sell
44
-3
-6% -$610 0.01% 244
2020
Q2 		$9K Sell
47
-7
-13% -$1.31K 0.01% 219
2020
Q1 		$8K Buy
54
+3
+6% +$637 0.01% 165
2019
Q4 		$11K Buy
+51
New +$11.1K 0.01% 196

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

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

HighMark Wealth Management held its Goldman Sachs (GS) position steady in Q2 2026 at 9 shares worth $9.1K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

HighMark Wealth Management first reported a position in GS in Q4 2019 and has held it in 21 quarters since. The position peaked at $22K in Q4 2025. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • HighMark Wealth Management held 9 shares of Goldman Sachs worth $9.1K as of Q2 2026.
  • HighMark Wealth Management left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #331 holding.
  • HighMark Wealth Management first reported a position in Goldman Sachs in Q4 2019 and has held it in 21 quarters since.
  • HighMark Wealth Management's Goldman Sachs position peaked at $22K in Q4 2025.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.