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Horizon Family Wealth’s Goldman Sachs GS Stock Holding History

Horizon Family Wealth’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 		$1.1M Buy
1,092
+96
+10% +$93.6K 0.5% 44
2026
Q1 		$843K Sell
996
-44
-4% -$39.3K 0.45% 42
2025
Q4 		$914K Buy
1,040
+5
+0.5% +$4.08K 0.49% 40
2025
Q3 		$825K Buy
1,035
+13
+1% +$9.63K 0.47% 34
2025
Q2 		$723K Buy
1,022
+5
+0.5% +$2.9K 0.44% 37
2025
Q1 		$556K Buy
1,017
+88
+9% +$53K 0.37% 38
2024
Q4 		$532K Buy
929
+4
+0.4% +$2.23K 0.35% 42
2024
Q3 		$458K Buy
925
+18
+2% +$8.8K 0.33% 43
2024
Q2 		$410K Buy
907
+4
+0.4% +$1.75K 0.31% 42
2024
Q1 		$377K Buy
903
+16
+2% +$6.21K 0.29% 47
2023
Q4 		$342K Buy
887
+23
+3% +$7.68K 0.29% 44
2023
Q3 		$280K Buy
864
+87
+11% +$29.1K 0.27% 49
2023
Q2 		$251K Buy
777
+53
+7% +$17.4K 0.24% 54
2023
Q1 		$237K Buy
724
+52
+8% +$18.1K 0.25% 50
2022
Q4 		$231K Buy
+672
New +$234K 0.27% 50
2022
Q2 		– Sell
-668
Closed -$221K – 55
2022
Q1 		$221K Buy
+668
New +$236K 0.22% 59

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

Horizon Family Wealth's GS Position: Q2 2026 in Review

Horizon Family Wealth increased its Goldman Sachs (GS) stake by 9.6% in Q2 2026, buying an estimated $93.6K and bringing the position to 1,092 shares worth $1.1M. The position accounts for 0.5% of the portfolio, ranked #44.

Horizon Family Wealth first reported a position in GS in Q1 2022 and has held it in 16 quarters since. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Horizon Family Wealth held 1,092 shares of Goldman Sachs worth $1.1M as of Q2 2026.
  • Horizon Family Wealth bought 96 Goldman Sachs shares in Q2 2026, an estimated $93.6K.
  • Goldman Sachs made up 0.5% of Horizon Family Wealth's portfolio in Q2 2026, its #44 holding.
  • Horizon Family Wealth first reported a position in Goldman Sachs in Q1 2022 and has held it in 16 quarters since.
  • 3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.