Mitchell McLeod Pugh & Williams’s Goldman Sachs GS Stock Holding History

Mitchell McLeod Pugh & Williams’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	$1.73M	Buy	1,713 +393	+30%	+$383K	0.21%	90
2026 Q1	$1.12M	Buy	1,320 +16	+1%	+$14.3K	0.16%	118
2025 Q4	$1.21M	Buy	1,304 +496	+61%	+$405K	0.17%	112
2025 Q3	$640K	Buy	808 +59	+8%	+$43.7K	0.1%	160
2025 Q2	$530K	Hold	749	–	–	0.1%	172
2025 Q1	$409K	Buy	749 +1	+0.1%	+$602	0.08%	193
2024 Q4	$428K	Sell	748 -249	-25%	-$139K	0.09%	187
2024 Q3	$494K	Buy	997 +10	+1%	+$4.89K	0.1%	177
2024 Q2	$446K	Hold	987	–	–	0.1%	178
2024 Q1	$412K	Hold	987	–	–	0.1%	181
2023 Q4	$381K	Buy	987 +312	+46%	+$104K	0.1%	178
2023 Q3	$218K	Hold	675	–	–	0.06%	226
2023 Q2	$218K	Hold	675	–	–	0.06%	233
2023 Q1	$221K	Hold	675	–	–	0.07%	234
2022 Q4	$232K	Buy	+675	New	+$235K	0.08%	217

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's GS Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its Goldman Sachs (GS) stake by 30% in Q2 2026, buying an estimated $383K and bringing the position to 1,713 shares worth $1.73M. The position accounts for 0.21% of the portfolio, ranked #90.

Mitchell McLeod Pugh & Williams first reported a position in GS in Q4 2022 and has held it in 15 quarters since. 3,164 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Mitchell McLeod Pugh & Williams held 1,713 shares of Goldman Sachs worth $1.73M as of Q2 2026.
Mitchell McLeod Pugh & Williams bought 393 Goldman Sachs shares in Q2 2026, an estimated $383K.
Goldman Sachs made up 0.21% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #90 holding.
Mitchell McLeod Pugh & Williams first reported a position in Goldman Sachs in Q4 2022 and has held it in 15 quarters since.
3,164 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.