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Legacy Wealth Management (Idaho)’s Goldman Sachs GS Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-9
Closed -$7.61K – 498
2026
Q1 		$7.61K Hold
9
– – ﹤0.01% 545
2025
Q4 		$7.91K Hold
9
– – ﹤0.01% 462
2025
Q3 		$7.17K Sell
9
-4
-31% -$2.96K ﹤0.01% 389
2025
Q2 		$9.2K Hold
13
– – ﹤0.01% 329
2025
Q1 		$7.1K Hold
13
– – 0.01% 385
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

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

Legacy Wealth Management (Idaho)'s GS Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Goldman Sachs (GS) in Q2 2026, closing a stake of 9 shares — an estimated $7.61K sold.

Legacy Wealth Management (Idaho) first reported a position in GS in Q3 2024 and held it in 7 quarters. The position peaked at $9.2K in Q2 2025. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Goldman Sachs position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 9 Goldman Sachs shares in Q2 2026, an estimated $7.61K.
  • Legacy Wealth Management (Idaho) first reported a position in Goldman Sachs in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Goldman Sachs position peaked at $9.2K in Q2 2025.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.