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Leeward Financial Partners’s Goldman Sachs GS Stock Holding History

Leeward Financial Partners’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 		$8.35M Sell
8,261
-176
-2% -$172K 2.19% 13
2026
Q1 		$7.14M Sell
8,437
-1,843
-18% -$1.64M 2.12% 14
2025
Q4 		$9.04M Buy
10,280
+125
+1% +$102K 2.54% 12
2025
Q3 		$8.09M Buy
10,155
+582
+6% +$431K 2.3% 13
2025
Q2 		$6.78M Buy
9,573
+62
+0.7% +$35.9K 2.15% 15
2025
Q1 		$5.2M Buy
9,511
+257
+3% +$155K 1.94% 18
2024
Q4 		$5.3M Buy
9,254
+766
+9% +$427K 1.89% 16
2024
Q3 		$4.2M Buy
8,488
+239
+3% +$117K 1.59% 22
2024
Q2 		$3.73M Buy
8,249
+4,582
+125% +$2.01M 1.51% 22
2024
Q1 		$1.53M Buy
+3,667
New +$1.42M 0.65% 45

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

Leeward Financial Partners's GS Position: Q2 2026 in Review

Leeward Financial Partners reduced its Goldman Sachs (GS) stake by 2.1% in Q2 2026, selling an estimated $172K and leaving 8,261 shares worth $8.35M. The position accounts for 2.19% of the portfolio, ranked #13.

Leeward Financial Partners first reported a position in GS in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.04M in Q4 2025. 3,147 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Leeward Financial Partners held 8,261 shares of Goldman Sachs worth $8.35M as of Q2 2026.
  • Leeward Financial Partners sold 176 Goldman Sachs shares in Q2 2026, an estimated $172K.
  • Goldman Sachs made up 2.19% of Leeward Financial Partners's portfolio in Q2 2026, its #13 holding.
  • Leeward Financial Partners first reported a position in Goldman Sachs in Q1 2024 and has held it in 10 quarters since.
  • Leeward Financial Partners's Goldman Sachs position peaked at $9.04M in Q4 2025.
  • 3,147 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.