Lifestyle Asset Management’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$407K Buy
402
+2
+0.5% +$1.95K 0.11% 90
2026
Q1
$338K Sell
400
-5
-1% -$4.46K 0.11% 104
2025
Q4
$356K Buy
405
+16
+4% +$13.1K 0.12% 98
2025
Q3
$310K Sell
389
-14
-3% -$10.4K 0.11% 112
2025
Q2
$285K Buy
403
+8
+2% +$4.64K 0.13% 102
2025
Q1
$216K Sell
395
-38
-9% -$22.9K 0.12% 103
2024
Q4
$248K Sell
433
-17
-4% -$9.48K 0.14% 89
2024
Q3
$223K Sell
450
-23
-5% -$11.3K 0.12% 96
2024
Q2
$214K Sell
473
-111
-19% -$48.7K 0.12% 95
2024
Q1
$244K Sell
584
-92
-14% -$35.7K 0.14% 77
2023
Q4
$261K Buy
+676
New +$226K 0.15% 62
2023
Q2
Sell
-681
Closed -$223K 94
2023
Q1
$223K Buy
681
+55
+9% +$19.1K 0.15% 66
2022
Q4
$215K Buy
+626
New +$218K 0.17% 63

Other funds holding GS

Lifestyle Asset Management's GS Position: Q2 2026 in Review

Lifestyle Asset Management increased its Goldman Sachs (GS) stake by 0.5% in Q2 2026, buying an estimated $1.95K and bringing the position to 402 shares worth $407K. The position accounts for 0.11% of the portfolio, ranked #90.

Lifestyle Asset Management first reported a position in GS in Q4 2022 and has held it in 13 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Lifestyle Asset Management held 402 shares of Goldman Sachs worth $407K as of Q2 2026.
  • Lifestyle Asset Management bought 2 Goldman Sachs shares in Q2 2026, an estimated $1.95K.
  • Goldman Sachs made up 0.11% of Lifestyle Asset Management's portfolio in Q2 2026, its #90 holding.
  • Lifestyle Asset Management first reported a position in Goldman Sachs in Q4 2022 and has held it in 13 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.