Liberty Wealth Management
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Liberty Wealth Management’s Goldman Sachs GS Stock Holding History

Liberty 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
Q3 		$880K Sell
977
-11
-1% -$11.3K 0.1% 110
2026
Q2 		$836K Hold
988
– – 0.1% 108
2026
Q1 		$836K Buy
988
+12
+1% +$10.7K 0.1% 108
2025
Q4 		$857K Sell
976
-39
-4% -$31.8K 0.11% 96
2025
Q3 		$808K Buy
1,015
+31
+3% +$23K 0.11% 95
2025
Q2 		$696K Buy
984
+295
+43% +$171K 0.11% 99
2025
Q1 		$376K Sell
689
-28
-4% -$16.8K 0.07% 103
2024
Q4 		$411K Sell
717
-4
-0.6% -$2.23K 0.07% 134
2024
Q3 		$357K Sell
721
-400
-36% -$196K 0.06% 145
2024
Q2 		$507K Buy
1,121
+190
+20% +$83.4K 0.09% 112
2024
Q1 		$389K Buy
931
+1
+0.1% +$388 0.08% 119
2023
Q4 		$359K Buy
+930
New +$310K 0.08% 121
2023
Q3 		– Sell
-658
Closed -$212K – 182
2023
Q2 		$212K Sell
658
-1,412
-68% -$464K 0.05% 177
2023
Q1 		$660K Buy
+2,070
New +$721K 0.14% 93
2021
Q4 		– Sell
-270
Closed -$102K – 547
2021
Q3 		$102K Hold
270
– – 0.04% 284
2021
Q2 		$102K Hold
270
– – 0.04% 213
2021
Q1 		$74K Hold
270
– – 0.04% 221
2020
Q4 		$74K Buy
270
+32
+13% +$7.12K 0.04% 219
2020
Q3 		$48K Sell
238
-40
-14% -$8.14K 0.03% 236
2020
Q2 		$55K Buy
278
+1
+0.4% +$188 0.04% 212
2020
Q1 		$43K Sell
277
-27
-9% -$5.73K 0.04% 229
2019
Q4 		$70K Buy
304
+2
+0.7% +$434 0.06% 203
2019
Q3 		$63K Buy
302
+108
+56% +$22.6K 0.06% 198
2019
Q2 		$40K Buy
194
+19
+11% +$3.76K 0.04% 279
2019
Q1 		$33K Buy
175
+1
+0.6% +$193 0.02% 267
2018
Q4 		$29K Buy
+174
New +$35.1K 0.02% 272

Other funds holding GS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Liberty Wealth Management's GS Position: Q3 2026 in Review

Liberty Wealth Management reduced its Goldman Sachs (GS) stake by 1.1% in Q3 2026, selling an estimated $11.3K and leaving 977 shares worth $880K. The position accounts for 0.1% of the portfolio, ranked #110.

Liberty Wealth Management first reported a position in GS in Q4 2018 and has held it in 26 quarters since. 2,750 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Liberty Wealth Management held 977 shares of Goldman Sachs worth $880K as of Q3 2026.
  • Liberty Wealth Management sold 11 Goldman Sachs shares in Q3 2026, an estimated $11.3K.
  • Goldman Sachs made up 0.1% of Liberty Wealth Management's portfolio in Q3 2026, its #110 holding.
  • Liberty Wealth Management first reported a position in Goldman Sachs in Q4 2018 and has held it in 26 quarters since.
  • 2,750 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Liberty Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.