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Kingsview Wealth Management’s Goldman Sachs GS Stock Holding History

Kingsview 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
2021
Q2 		– Sell
-200
Closed -$3K – 949
2021
Q1 		$3K Buy
+200
New +$62.3K ﹤0.01% 831

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

Kingsview Wealth Management's GS Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Goldman Sachs (GS) stake by 6.3% in Q2 2026, selling an estimated $361K and leaving 5,533 shares worth $5.6M. The position accounts for 0.07% of the portfolio, ranked #263.

Kingsview Wealth Management first reported a position in GS in Q3 2019 and has held it in 28 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Kingsview Wealth Management held 5,533 shares of Goldman Sachs worth $5.6M as of Q2 2026.
  • Kingsview Wealth Management sold 370 Goldman Sachs shares in Q2 2026, an estimated $361K.
  • Goldman Sachs made up 0.07% of Kingsview Wealth Management's portfolio in Q2 2026, its #263 holding.
  • Kingsview Wealth Management first reported a position in Goldman Sachs in Q3 2019 and has held it in 28 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.