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Intergy Private Wealth’s Goldman Sachs GS Stock Holding History

Intergy Private 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 		$200K Buy
+198
New +$193K 0.05% 143

Other funds holding GS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Intergy Private Wealth's GS Position: Q2 2026 in Review

Intergy Private Wealth opened a new position in Goldman Sachs (GS) in Q2 2026: 198 shares worth $200K. The stake represents 0.05% of the portfolio and ranks #143 among its holdings.

716 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Intergy Private Wealth held 198 shares of Goldman Sachs worth $200K as of Q2 2026.
  • Goldman Sachs was a new Intergy Private Wealth position in Q2 2026.
  • Goldman Sachs made up 0.05% of Intergy Private Wealth's portfolio in Q2 2026, its #143 holding.
  • 716 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.