LI
GS icon

LifeWealth Investments’s Goldman Sachs GS Stock Holding History

LifeWealth Investments’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 		$709K Buy
701
+12
+2% +$11.7K 0.19% 68
2026
Q1 		$583K Buy
689
+71
+11% +$63.3K 0.17% 73
2025
Q4 		$543K Buy
618
+4
+0.7% +$3.26K 0.17% 84
2025
Q3 		$489K Buy
614
+38
+7% +$28.2K 0.16% 91
2025
Q2 		$408K Buy
576
+122
+27% +$70.7K 0.15% 95
2025
Q1 		$248K Buy
+454
New +$273K 0.12% 112

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

LifeWealth Investments's GS Position: Q2 2026 in Review

LifeWealth Investments increased its Goldman Sachs (GS) stake by 1.7% in Q2 2026, buying an estimated $11.7K and bringing the position to 701 shares worth $709K. The position accounts for 0.19% of the portfolio, ranked #68.

LifeWealth Investments first reported a position in GS in Q1 2025 and has held it in 6 quarters since. 3,164 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • LifeWealth Investments held 701 shares of Goldman Sachs worth $709K as of Q2 2026.
  • LifeWealth Investments bought 12 Goldman Sachs shares in Q2 2026, an estimated $11.7K.
  • Goldman Sachs made up 0.19% of LifeWealth Investments's portfolio in Q2 2026, its #68 holding.
  • LifeWealth Investments first reported a position in Goldman Sachs in Q1 2025 and has held it in 6 quarters since.
  • 3,164 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.