McLean Asset Management
GS icon

McLean Asset Management’s Goldman Sachs GS Stock Holding History

McLean Asset 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 		$712K Sell
820
-6
-0.7% -$6.14K 0.1% 78
2026
Q2 		$841K Sell
826
-10
-1% -$9.7K 0.11% 69
2026
Q1 		$708K Buy
836
+6
+0.7% +$5.35K 0.12% 76
2025
Q4 		$775K Sell
830
-1
-0.1% -$816 0.14% 69
2025
Q3 		$662K Buy
831
+18
+2% +$13.3K 0.14% 79
2025
Q2 		$582K Buy
813
+25
+3% +$14.5K 0.15% 77
2025
Q1 		$364K Sell
788
-56
-7% -$33.7K 0.12% 88
2024
Q4 		$483K Buy
844
+88
+12% +$49.1K 0.15% 78
2024
Q3 		$374K Buy
756
+5
+0.7% +$2.45K 0.11% 90
2024
Q2 		$360K Buy
751
+16
+2% +$7.02K 0.12% 92
2024
Q1 		$302K Buy
735
+4
+0.5% +$1.55K 0.1% 105
2023
Q4 		$282K Sell
731
-1
-0.1% -$334 0.11% 104
2023
Q3 		$230K Buy
732
+6
+0.8% +$2K 0.09% 116
2023
Q2 		$234K Buy
726
+3
+0.4% +$986 0.09% 114
2023
Q1 		$237K Sell
723
-71
-9% -$24.7K 0.1% 108
2022
Q4 		$273K Buy
794
+24
+3% +$8.36K 0.09% 101
2022
Q3 		$232K Buy
770
+9
+1% +$2.92K 0.09% 110
2022
Q2 		$224K Buy
761
+4
+0.5% +$1.24K 0.09% 111
2022
Q1 		$250K Buy
757
+57
+8% +$20.1K 0.19% 103
2021
Q4 		$273K Sell
700
-15
-2% -$5.94K 0.11% 103
2021
Q3 		$298K Buy
715
+145
+25% +$56.6K 0.11% 93
2021
Q2 		$208K Buy
+570
New +$204K 0.09% 111

Other funds holding GS

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
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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

McLean Asset Management's GS Position: Q3 2026 in Review

McLean Asset Management reduced its Goldman Sachs (GS) stake by 0.73% in Q3 2026, selling an estimated $6.14K and leaving 820 shares worth $712K. The position accounts for 0.1% of the portfolio, ranked #78.

McLean Asset Management first reported a position in GS in Q2 2021 and has held it in 22 quarters since. The position peaked at $841K in Q2 2026. 2,130 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • McLean Asset Management held 820 shares of Goldman Sachs worth $712K as of Q3 2026.
  • McLean Asset Management sold 6 Goldman Sachs shares in Q3 2026, an estimated $6.14K.
  • Goldman Sachs made up 0.1% of McLean Asset Management's portfolio in Q3 2026, its #78 holding.
  • McLean Asset Management first reported a position in Goldman Sachs in Q2 2021 and has held it in 22 quarters since.
  • McLean Asset Management's Goldman Sachs position peaked at $841K in Q2 2026.
  • 2,130 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on McLean Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.