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Marshall Financial Group (Maryland)’s Goldman Sachs GS Stock Holding History

Marshall Financial Group (Maryland)’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 		$389K Sell
385
-169
-31% -$165K 0.06% 231
2026
Q1 		$469K Buy
554
+34
+7% +$30.3K 0.08% 207
2025
Q4 		$457K Sell
520
-16
-3% -$13.1K 0.09% 208
2025
Q3 		$426K Buy
536
+18
+3% +$13.3K 0.08% 193
2025
Q2 		$368K Sell
518
-59
-10% -$34.2K 0.07% 197
2025
Q1 		$315K Buy
577
+15
+3% +$9.03K 0.07% 189
2024
Q4 		$322K Buy
562
+138
+33% +$77K 0.08% 176
2024
Q3 		$210K Buy
+424
New +$207K 0.05% 207
2021
Q4 		– Sell
-551
Closed -$208K – 220
2021
Q3 		$208K Buy
+551
New +$215K 0.11% 168

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

Marshall Financial Group (Maryland)'s GS Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Goldman Sachs (GS) stake by 31% in Q2 2026, selling an estimated $165K and leaving 385 shares worth $389K. The position accounts for 0.06% of the portfolio, ranked #231.

Marshall Financial Group (Maryland) first reported a position in GS in Q3 2021 and has held it in 9 quarters since. The position peaked at $469K in Q1 2026. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Marshall Financial Group (Maryland) held 385 shares of Goldman Sachs worth $389K as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 169 Goldman Sachs shares in Q2 2026, an estimated $165K.
  • Goldman Sachs made up 0.06% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #231 holding.
  • Marshall Financial Group (Maryland) first reported a position in Goldman Sachs in Q3 2021 and has held it in 9 quarters since.
  • Marshall Financial Group (Maryland)'s Goldman Sachs position peaked at $469K in Q1 2026.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.