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Klingman & Associates’s Goldman Sachs GS Stock Holding History

Klingman & 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 		$1.51M Buy
1,494
+40
+3% +$39K 0.06% 108
2026
Q1 		$1.23M Buy
1,454
+90
+7% +$80.3K 0.06% 118
2025
Q4 		$1.2M Buy
1,364
+16
+1% +$13.1K 0.06% 113
2025
Q3 		$1.07M Buy
1,348
+467
+53% +$346K 0.05% 119
2025
Q2 		$623K Buy
881
+70
+9% +$40.6K 0.03% 149
2025
Q1 		$443K Buy
811
+10
+1% +$6.02K 0.03% 172
2024
Q4 		$459K Buy
801
+37
+5% +$20.6K 0.03% 161
2024
Q3 		$378K Buy
764
+1
+0.1% +$489 0.02% 189
2024
Q2 		$345K Buy
763
+5
+0.7% +$2.19K 0.02% 181
2024
Q1 		$317K Hold
758
– – 0.02% 189
2023
Q4 		$292K Sell
758
-18
-2% -$6.01K 0.02% 188
2023
Q3 		$251K Sell
776
-17
-2% -$5.68K 0.02% 194
2023
Q2 		$256K Buy
+793
New +$261K 0.02% 183
2022
Q4 		– Sell
-1,263
Closed -$370K – 205
2022
Q3 		$370K Buy
+1,263
New +$409K 0.04% 130
2016
Q4 		– Sell
-185
Closed -$30K – 187
2016
Q3 		$30K Sell
185
-315
-63% -$51.2K 0.01% 227
2016
Q2 		$74K Hold
500
– – 0.02% 161
2016
Q1 		$78K Hold
500
– – 0.03% 157
2015
Q4 		$90K Hold
500
– – 0.03% 169
2015
Q3 		$86K Hold
500
– – 0.03% 170
2015
Q2 		$104K Hold
500
– – 0.04% 129
2015
Q1 		$94K Hold
500
– – 0.04% 133
2014
Q4 		$96K Buy
+500
New +$94K 0.04% 135

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

Klingman & Associates's GS Position: Q2 2026 in Review

Klingman & Associates increased its Goldman Sachs (GS) stake by 2.8% in Q2 2026, buying an estimated $39K and bringing the position to 1,494 shares worth $1.51M. The position accounts for 0.06% of the portfolio, ranked #108.

Klingman & Associates first reported a position in GS in Q4 2014 and has held it in 22 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Klingman & Associates held 1,494 shares of Goldman Sachs worth $1.51M as of Q2 2026.
  • Klingman & Associates bought 40 Goldman Sachs shares in Q2 2026, an estimated $39K.
  • Goldman Sachs made up 0.06% of Klingman & Associates's portfolio in Q2 2026, its #108 holding.
  • Klingman & Associates first reported a position in Goldman Sachs in Q4 2014 and has held it in 22 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.