Jessup Wealth Management’s Goldman Sachs GS Stock Holding History

Jessup 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 Q3	$1.5M	Sell	1,664 -230	-12%	-$235K	0.32%	32
2026 Q2	$1.92M	Sell	1,894 -33	-2%	-$32.2K	0.57%	30
2026 Q1	$1.63M	Sell	1,927 -212	-10%	-$189K	0.6%	28
2025 Q4	$1.88M	Sell	2,139 -22	-1%	-$18K	0.62%	28
2025 Q3	$1.72M	Buy	2,161 +84	+4%	+$62.2K	0.64%	28
2025 Q2	$1.47M	Buy	2,077 +28	+1%	+$16.2K	0.59%	32
2025 Q1	$1.12M	Buy	+2,049	New	+$1.23M	0.47%	35
2023 Q1	–	Sell	-13,407	Closed	-$4.6M	–	70
2022 Q4	$4.6M	Buy	+13,407	New	+$4.67M	2.92%	13

Other funds holding GS

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

Jessup Wealth Management's GS Position: Q3 2026 in Review

Jessup Wealth Management reduced its Goldman Sachs (GS) stake by 12% in Q3 2026, selling an estimated $235K and leaving 1,664 shares worth $1.5M. The position accounts for 0.32% of the portfolio, ranked #32.

Jessup Wealth Management first reported a position in GS in Q4 2022 and has held it in 8 quarters since. The position peaked at $4.6M in Q4 2022. 768 funds tracked by Wall St. Rank hold GS as of Q3 2026.

Jessup Wealth Management held 1,664 shares of Goldman Sachs worth $1.5M as of Q3 2026.
Jessup Wealth Management sold 230 Goldman Sachs shares in Q3 2026, an estimated $235K.
Goldman Sachs made up 0.32% of Jessup Wealth Management's portfolio in Q3 2026, its #32 holding.
Jessup Wealth Management first reported a position in Goldman Sachs in Q4 2022 and has held it in 8 quarters since.
Jessup Wealth Management's Goldman Sachs position peaked at $4.6M in Q4 2022.
768 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Jessup Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.