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Invictus Private Wealth’s Goldman Sachs GS Stock Holding History

Invictus 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 		$30.6M Sell
30,275
-348
-1% -$339K 1.64% 16
2026
Q1 		$25.9M Sell
30,623
-625
-2% -$558K 1.6% 17
2025
Q4 		$27.5M Sell
31,248
-360
-1% -$294K 1.66% 17
2025
Q3 		$25.2M Sell
31,608
-393
-1% -$291K 1.58% 17
2025
Q2 		$22.6M Sell
32,001
-556
-2% -$322K 1.55% 17
2025
Q1 		$17.8M Sell
32,557
-474
-1% -$285K 1.41% 17
2024
Q4 		$18.9M Sell
33,031
-337
-1% -$188K 1.44% 17
2024
Q3 		$16.5M Sell
33,368
-379
-1% -$185K 1.31% 18
2024
Q2 		$15.3M Sell
33,747
-434
-1% -$190K 1.28% 18
2024
Q1 		$14.3M Sell
34,181
-460
-1% -$179K 1.27% 20
2023
Q4 		$13.4M Sell
34,641
-737
-2% -$246K 1.31% 17
2023
Q3 		$11.4M Sell
35,378
-243
-0.7% -$81.2K 1.25% 18
2023
Q2 		$11.5M Sell
35,621
-264
-0.7% -$86.8K 1.24% 18
2023
Q1 		$11.7M Sell
35,885
-482
-1% -$168K 1.38% 20
2022
Q4 		$12.5M Buy
+36,367
New +$12.7M 1.61% 17

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

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

Invictus Private Wealth reduced its Goldman Sachs (GS) stake by 1.1% in Q2 2026, selling an estimated $339K and leaving 30,275 shares worth $30.6M. The position accounts for 1.64% of the portfolio, ranked #16.

Invictus Private Wealth first reported a position in GS in Q4 2022 and has held it in 15 quarters since. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Invictus Private Wealth held 30,275 shares of Goldman Sachs worth $30.6M as of Q2 2026.
  • Invictus Private Wealth sold 348 Goldman Sachs shares in Q2 2026, an estimated $339K.
  • Goldman Sachs made up 1.64% of Invictus Private Wealth's portfolio in Q2 2026, its #16 holding.
  • Invictus Private Wealth first reported a position in Goldman Sachs in Q4 2022 and has held it in 15 quarters since.
  • 3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.