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Holistic Financial Partners’s Goldman Sachs GS Stock Holding History

Holistic Financial 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
Q2 		$1.22M Sell
1,202
-309
-20% -$301K 0.74% 30
2026
Q1 		$1.28M Sell
1,511
-65
-4% -$58K 0.48% 37
2025
Q4 		$1.39M Buy
1,576
+4
+0.3% +$3.26K 0.5% 33
2025
Q3 		$1.25M Buy
1,572
+8
+0.5% +$5.93K 0.51% 32
2025
Q2 		$1.11M Sell
1,564
-70
-4% -$40.6K 0.48% 33
2025
Q1 		$893K Sell
1,634
-164
-9% -$98.7K 0.43% 33
2024
Q4 		$1.03M Sell
1,798
-1
-0.1% -$558 0.51% 29
2024
Q3 		$891K Sell
1,799
-3
-0.2% -$1.47K 0.43% 34
2024
Q2 		$815K Sell
1,802
-57
-3% -$25K 0.41% 33
2024
Q1 		$776K Buy
1,859
+13
+0.7% +$5.04K 0.39% 34
2023
Q4 		$712K Buy
1,846
+437
+31% +$146K 0.43% 35
2023
Q3 		$456K Buy
1,409
+403
+40% +$135K 0.3% 43
2023
Q2 		$324K Buy
1,006
+9
+0.9% +$2.96K 0.23% 63
2023
Q1 		$326K Sell
997
-7
-0.7% -$2.44K 0.26% 63
2022
Q4 		$345K Hold
1,004
– – 0.31% 56
2022
Q3 		$294K Buy
1,004
+9
+0.9% +$2.92K 0.29% 55
2022
Q2 		$296K Hold
995
– – 0.28% 60
2022
Q1 		$328K Hold
995
– – 0.21% 70
2021
Q4 		$381K Sell
995
-2
-0.2% -$792 0.22% 67
2021
Q3 		$377K Hold
997
– – 0.23% 61
2021
Q2 		$378K Hold
997
– – 0.23% 62
2021
Q1 		$326K Sell
997
-216
-18% -$67.2K 0.22% 68
2020
Q4 		$320K Buy
1,213
+113
+10% +$25.2K 0.22% 65
2020
Q3 		$221K Hold
1,100
– – 0.18% 76
2020
Q2 		$217K Buy
+1,100
New +$206K 0.19% 71
2020
Q1 		– Sell
-1,095
Closed -$252K – 101
2019
Q4 		$252K Hold
1,095
– – 0.15% 86
2019
Q3 		$227K Hold
1,095
– – 0.2% 70
2019
Q2 		$224K Buy
1,095
+5
+0.5% +$990 0.22% 66
2019
Q1 		$209K Buy
+1,090
New +$210K 0.09% 109
2018
Q4 		– Sell
-1,162
Closed -$261K – 73
2018
Q3 		$261K Buy
+1,162
New +$270K 0.24% 54
2018
Q2 		– Sell
-1,373
Closed -$346K – 171
2018
Q1 		$346K Buy
1,373
+3
+0.2% +$781 0.29% 33
2017
Q4 		$349K Buy
+1,370
New +$336K 0.29% 36

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Holistic Financial Partners's GS Position: Q2 2026 in Review

Holistic Financial Partners reduced its Goldman Sachs (GS) stake by 20% in Q2 2026, selling an estimated $301K and leaving 1,202 shares worth $1.22M. The position accounts for 0.74% of the portfolio, ranked #30.

Holistic Financial Partners first reported a position in GS in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.39M in Q4 2025. 1,093 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Holistic Financial Partners held 1,202 shares of Goldman Sachs worth $1.22M as of Q2 2026.
  • Holistic Financial Partners sold 309 Goldman Sachs shares in Q2 2026, an estimated $301K.
  • Goldman Sachs made up 0.74% of Holistic Financial Partners's portfolio in Q2 2026, its #30 holding.
  • Holistic Financial Partners first reported a position in Goldman Sachs in Q4 2017 and has held it in 32 quarters since.
  • Holistic Financial Partners's Goldman Sachs position peaked at $1.39M in Q4 2025.
  • 1,093 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.