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

Legacy Wealth Management (Mississippi)’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 		$205K Buy
+203
New +$198K 0.05% 112
2023
Q3 		– Sell
-6,827
Closed -$2.2M – 75
2023
Q2 		$2.2M Hold
6,827
– – 1.1% 26
2023
Q1 		$2.23M Hold
6,827
– – 1.23% 23
2022
Q4 		$2.34M Sell
6,827
-110
-2% -$38.3K 1.39% 21
2022
Q3 		$2.03M Hold
6,937
– – 1.37% 20
2022
Q2 		$2.06M Hold
6,937
– – 1.25% 23
2022
Q1 		$2.29M Buy
6,937
+12
+0.2% +$4.24K 1.2% 22
2021
Q4 		$2.65M Sell
6,925
-332
-5% -$131K 1.36% 15
2021
Q3 		$2.74M Sell
7,257
-390
-5% -$152K 1.47% 11
2021
Q2 		$2.9M Sell
7,647
-70
-0.9% -$25K 1.61% 10
2021
Q1 		$2.52M Buy
7,717
+100
+1% +$31.1K 1.53% 11
2020
Q4 		$2.01M Sell
7,617
-480
-6% -$107K 1.27% 21
2020
Q3 		$1.63M Buy
8,097
+1,465
+22% +$298K 1.12% 28
2020
Q2 		$1.31M Sell
6,632
-500
-7% -$93.9K 1% 33
2020
Q1 		$1.1M Buy
7,132
+5,373
+305% +$1.14M 1.03% 27
2019
Q4 		$404K Buy
+1,759
New +$382K 0.35% 72

Other funds holding GS

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Legacy Wealth Management (Mississippi) opened a new position in Goldman Sachs (GS) in Q2 2026: 203 shares worth $205K. The stake represents 0.05% of the portfolio and ranks #112 among its holdings. This is a return to the name: Legacy Wealth Management (Mississippi) previously reported a position in GS as recently as Q2 2023.

Legacy Wealth Management (Mississippi) first reported a position in GS in Q4 2019 and has held it in 16 quarters since. The position peaked at $2.9M in Q2 2021. 860 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 203 shares of Goldman Sachs worth $205K as of Q2 2026.
  • Goldman Sachs was a new Legacy Wealth Management (Mississippi) position in Q2 2026.
  • Goldman Sachs made up 0.05% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #112 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in Goldman Sachs in Q4 2019 and has held it in 16 quarters since.
  • Legacy Wealth Management (Mississippi)'s Goldman Sachs position peaked at $2.9M in Q2 2021.
  • 860 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.