Mascoma Wealth Management’s Goldman Sachs GS Stock Holding History

Mascoma 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	$28.3K	Buy	28 +3	+12%	+$2.92K	0.01%	233
2026 Q1	$21.1K	Sell	25 -4	-14%	-$3.57K	﹤0.01%	255
2025 Q4	$25.5K	Buy	29 +4	+16%	+$3.26K	0.01%	236
2025 Q3	$19.9K	Hold	25	–	–	﹤0.01%	267
2025 Q2	$17.7K	Hold	25	–	–	﹤0.01%	273
2025 Q1	$13.7K	Buy	+25	New	+$15K	﹤0.01%	296
2018 Q4	–	Sell	-165	Closed	-$37K	–	383
2018 Q3	$37K	Hold	165	–	–	0.02%	184
2018 Q2	$36K	Hold	165	–	–	0.03%	175
2018 Q1	$42K	Hold	165	–	–	0.03%	159
2017 Q4	$43K	Hold	165	–	–	0.03%	155
2017 Q3	$39K	Hold	165	–	–	0.03%	165
2017 Q2	$37K	Hold	165	–	–	0.03%	179
2017 Q1	$38K	Hold	165	–	–	0.03%	161
2016 Q4	$40K	Buy	+165	New	+$33.5K	0.03%	160

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mascoma Wealth Management's GS Position: Q2 2026 in Review

Mascoma Wealth Management increased its Goldman Sachs (GS) stake by 12% in Q2 2026, buying an estimated $2.92K and bringing the position to 28 shares worth $28.3K. The position accounts for 0.01% of the portfolio, ranked #233.

Mascoma Wealth Management first reported a position in GS in Q4 2016 and has held it in 14 quarters since. The position peaked at $43K in Q4 2017. 3,147 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Mascoma Wealth Management held 28 shares of Goldman Sachs worth $28.3K as of Q2 2026.
Mascoma Wealth Management bought 3 Goldman Sachs shares in Q2 2026, an estimated $2.92K.
Goldman Sachs made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #233 holding.
Mascoma Wealth Management first reported a position in Goldman Sachs in Q4 2016 and has held it in 14 quarters since.
Mascoma Wealth Management's Goldman Sachs position peaked at $43K in Q4 2017.
3,147 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.