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MinichMacGregor Wealth Management’s Goldman Sachs GS Stock Holding History

MinichMacGregor 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 		$461K Sell
456
-40
-8% -$39K 0.07% 84
2026
Q1 		$420K Sell
496
-28
-5% -$25K 0.07% 76
2025
Q4 		$461K Buy
+524
New +$428K 0.08% 78
2023
Q1 		– Sell
-63
Closed -$21.9K – 311
2022
Q4 		$21.9K Buy
+63
New +$21.9K 0.01% 302
2020
Q2 		– Sell
-3,982
Closed -$711K – 84
2020
Q1 		$711K Buy
+3,982
New +$845K 0.64% 44
2018
Q4 		– Sell
-69
Closed -$15K – 250
2018
Q3 		$15K Hold
69
– – 0.01% 258
2018
Q2 		$15K Sell
69
-4
-5% -$954 0.01% 247
2018
Q1 		$18K Sell
73
-96
-57% -$25K 0.01% 219
2017
Q4 		$43K Buy
169
+100
+145% +$24.5K 0.03% 123
2017
Q3 		$16K Sell
69
-25
-27% -$5.64K 0.01% 219
2017
Q2 		$20K Sell
94
-204
-68% -$45.3K 0.02% 191
2017
Q1 		$68K Buy
298
+95
+47% +$22.9K 0.06% 81
2016
Q4 		$48K Buy
203
+67
+49% +$13.6K 0.04% 109
2016
Q3 		$21K Sell
136
-65
-32% -$10.6K 0.02% 178
2016
Q2 		$29K Sell
201
-4
-2% -$624 0.03% 147
2016
Q1 		$32K Sell
205
-85
-29% -$13.1K 0.03% 135
2015
Q4 		$59K Buy
+290
New +$53.9K 0.06% 95

Other funds holding GS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

MinichMacGregor Wealth Management reduced its Goldman Sachs (GS) stake by 8.1% in Q2 2026, selling an estimated $39K and leaving 456 shares worth $461K. The position accounts for 0.07% of the portfolio, ranked #84.

MinichMacGregor Wealth Management first reported a position in GS in Q4 2015 and has held it in 17 quarters since. The position peaked at $711K in Q1 2020. 1,414 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • MinichMacGregor Wealth Management held 456 shares of Goldman Sachs worth $461K as of Q2 2026.
  • MinichMacGregor Wealth Management sold 40 Goldman Sachs shares in Q2 2026, an estimated $39K.
  • Goldman Sachs made up 0.07% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #84 holding.
  • MinichMacGregor Wealth Management first reported a position in Goldman Sachs in Q4 2015 and has held it in 17 quarters since.
  • MinichMacGregor Wealth Management's Goldman Sachs position peaked at $711K in Q1 2020.
  • 1,414 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.