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Marks Group Wealth Management’s Goldman Sachs GS Stock Holding History

Marks Group 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
Q2 		$950K Buy
939
+2
+0.2% +$1.95K 0.08% 212
2026
Q1 		$793K Buy
937
+2
+0.2% +$1.78K 0.08% 208
2025
Q4 		$822K Buy
935
+2
+0.2% +$1.63K 0.08% 204
2025
Q3 		$743K Buy
933
+2
+0.2% +$1.48K 0.07% 194
2025
Q2 		$659K Buy
931
+307
+49% +$178K 0.06% 209
2025
Q1 		$341K Buy
624
+144
+30% +$86.7K 0.03% 267
2024
Q4 		$275K Hold
480
– – 0.03% 265
2024
Q3 		$238K Hold
480
– – 0.02% 279
2024
Q2 		$217K Hold
480
– – 0.02% 282
2024
Q1 		$200K Buy
+480
New +$186K 0.02% 297

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

Marks Group Wealth Management's GS Position: Q2 2026 in Review

Marks Group Wealth Management increased its Goldman Sachs (GS) stake by 0.21% in Q2 2026, buying an estimated $1.95K and bringing the position to 939 shares worth $950K. The position accounts for 0.08% of the portfolio, ranked #212.

Marks Group Wealth Management first reported a position in GS in Q1 2024 and has held it in 10 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Marks Group Wealth Management held 939 shares of Goldman Sachs worth $950K as of Q2 2026.
  • Marks Group Wealth Management bought 2 Goldman Sachs shares in Q2 2026, an estimated $1.95K.
  • Goldman Sachs made up 0.08% of Marks Group Wealth Management's portfolio in Q2 2026, its #212 holding.
  • Marks Group Wealth Management first reported a position in Goldman Sachs in Q1 2024 and has held it in 10 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.