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McCarter Private Wealth Services’s Goldman Sachs GS Stock Holding History

McCarter Private Wealth Services’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 		$723K Buy
715
+215
+43% +$210K 0.25% 90
2026
Q1 		$423K Sell
500
-100
-17% -$89.2K 0.18% 101
2025
Q4 		$527K Hold
600
– – 0.24% 89
2025
Q3 		$478K Hold
600
– – 0.24% 82
2025
Q2 		$425K Buy
600
+100
+20% +$57.9K 0.24% 76
2025
Q1 		$273K Hold
500
– – 0.18% 87
2024
Q4 		$286K Hold
500
– – 0.18% 84
2024
Q3 		$248K Buy
+500
New +$245K 0.16% 90

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

McCarter Private Wealth Services's GS Position: Q2 2026 in Review

McCarter Private Wealth Services increased its Goldman Sachs (GS) stake by 43% in Q2 2026, buying an estimated $210K and bringing the position to 715 shares worth $723K. The position accounts for 0.25% of the portfolio, ranked #90.

McCarter Private Wealth Services first reported a position in GS in Q3 2024 and has held it in 8 quarters since. 3,169 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • McCarter Private Wealth Services held 715 shares of Goldman Sachs worth $723K as of Q2 2026.
  • McCarter Private Wealth Services bought 215 Goldman Sachs shares in Q2 2026, an estimated $210K.
  • Goldman Sachs made up 0.25% of McCarter Private Wealth Services's portfolio in Q2 2026, its #90 holding.
  • McCarter Private Wealth Services first reported a position in Goldman Sachs in Q3 2024 and has held it in 8 quarters since.
  • 3,169 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.