JGUA
GS icon

John G. Ullman & Associates’s Goldman Sachs GS Stock Holding History

John G. Ullman & Associates’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 		$278K Buy
275
+10
+4% +$9.75K 0.03% 164
2026
Q1 		$224K Sell
265
-4
-1% -$3.57K 0.03% 164
2025
Q4 		$236K Buy
269
+4
+2% +$3.26K 0.03% 166
2025
Q3 		$211K Buy
+265
New +$196K 0.03% 165

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

John G. Ullman & Associates's GS Position: Q2 2026 in Review

John G. Ullman & Associates increased its Goldman Sachs (GS) stake by 3.8% in Q2 2026, buying an estimated $9.75K and bringing the position to 275 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #164.

John G. Ullman & Associates first reported a position in GS in Q3 2025 and has held it in 4 quarters since. 3,178 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • John G. Ullman & Associates held 275 shares of Goldman Sachs worth $278K as of Q2 2026.
  • John G. Ullman & Associates bought 10 Goldman Sachs shares in Q2 2026, an estimated $9.75K.
  • Goldman Sachs made up 0.03% of John G. Ullman & Associates's portfolio in Q2 2026, its #164 holding.
  • John G. Ullman & Associates first reported a position in Goldman Sachs in Q3 2025 and has held it in 4 quarters since.
  • 3,178 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on John G. Ullman & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.