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Legacy Investment Solutions’s Goldman Sachs GS Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$9.2K Buy
+13
New +$7.53K ﹤0.01% 329
2024
Q4 		$8.53K Buy
13
+7
+117% +$3.9K 0.01% 313
2024
Q3 		$3.57K Buy
+6
New +$2.94K ﹤0.01% 423

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legacy Investment Solutions's GS Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Goldman Sachs (GS) in Q2 2025: 13 shares worth $9.2K. The stake represents ﹤0.01% of the portfolio and ranks #329 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in GS as recently as Q4 2024.

Legacy Investment Solutions first reported a position in GS in Q3 2024 and has held it in 3 quarters since. 2,600 funds tracked by Wall St. Rank hold GS as of Q2 2025.

  • Legacy Investment Solutions held 13 shares of Goldman Sachs worth $9.2K as of Q2 2025.
  • Goldman Sachs was a new Legacy Investment Solutions position in Q2 2025.
  • Goldman Sachs made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #329 holding.
  • Legacy Investment Solutions first reported a position in Goldman Sachs in Q3 2024 and has held it in 3 quarters since.
  • 2,600 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.