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McGlone Suttner Wealth Management’s Goldman Sachs GS Stock Holding History

McGlone Suttner 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 		$508K Buy
502
+24
+5% +$23.4K 0.06% 132
2026
Q1 		$405K Buy
478
+34
+8% +$30.3K 0.05% 136
2025
Q4 		$391K Buy
444
+46
+12% +$37.5K 0.05% 137
2025
Q3 		$317K Buy
398
+1
+0.3% +$741 0.04% 153
2025
Q2 		$281K Sell
397
-37
-9% -$21.4K 0.04% 158
2025
Q1 		$237K Buy
+434
New +$261K 0.04% 167

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

McGlone Suttner Wealth Management's GS Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Goldman Sachs (GS) stake by 5% in Q2 2026, buying an estimated $23.4K and bringing the position to 502 shares worth $508K. The position accounts for 0.06% of the portfolio, ranked #132.

McGlone Suttner Wealth Management first reported a position in GS in Q1 2025 and has held it in 6 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • McGlone Suttner Wealth Management held 502 shares of Goldman Sachs worth $508K as of Q2 2026.
  • McGlone Suttner Wealth Management bought 24 Goldman Sachs shares in Q2 2026, an estimated $23.4K.
  • Goldman Sachs made up 0.06% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #132 holding.
  • McGlone Suttner Wealth Management first reported a position in Goldman Sachs in Q1 2025 and has held it in 6 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.