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LeConte Wealth Management’s Goldman Sachs GS Stock Holding History

LeConte 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
Q2 		$540K Sell
534
-47
-8% -$45.8K 0.29% 63
2026
Q1 		$492K Buy
581
+25
+4% +$22.3K 0.32% 53
2025
Q4 		$489K Buy
556
+73
+15% +$59.6K 0.32% 46
2025
Q3 		$385K Sell
483
-9
-2% -$6.67K 0.26% 59
2025
Q2 		$348K Buy
+492
New +$285K 0.24% 57

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

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

LeConte Wealth Management reduced its Goldman Sachs (GS) stake by 8.1% in Q2 2026, selling an estimated $45.8K and leaving 534 shares worth $540K. The position accounts for 0.29% of the portfolio, ranked #63.

LeConte Wealth Management first reported a position in GS in Q2 2025 and has held it in 5 quarters since. 3,173 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • LeConte Wealth Management held 534 shares of Goldman Sachs worth $540K as of Q2 2026.
  • LeConte Wealth Management sold 47 Goldman Sachs shares in Q2 2026, an estimated $45.8K.
  • Goldman Sachs made up 0.29% of LeConte Wealth Management's portfolio in Q2 2026, its #63 holding.
  • LeConte Wealth Management first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
  • 3,173 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on LeConte Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.