McGlone Suttner Wealth Management
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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
Q3 		– Sell
-502
Closed -$508K – 205
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

McGlone Suttner Wealth Management's GS Position: Q3 2026 in Review

McGlone Suttner Wealth Management sold out of Goldman Sachs (GS) in Q3 2026, closing a stake of 502 shares — an estimated $508K sold.

McGlone Suttner Wealth Management first reported a position in GS in Q1 2025 and held it in 6 quarters. The position peaked at $508K in Q2 2026. 2,279 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • McGlone Suttner Wealth Management reported no remaining Goldman Sachs position as of Q3 2026 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 502 Goldman Sachs shares in Q3 2026, an estimated $508K.
  • McGlone Suttner Wealth Management first reported a position in Goldman Sachs in Q1 2025 and held it in 6 quarters.
  • McGlone Suttner Wealth Management's Goldman Sachs position peaked at $508K in Q2 2026.
  • 2,279 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.