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Mitchell & Pahl Private Wealth’s Goldman Sachs GS Stock Holding History

Mitchell & Pahl Private Wealth’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 		$4.5M Buy
4,454
+36
+0.8% +$35.1K 1.65% 9
2026
Q1 		$3.74M Sell
4,418
-62
-1% -$55.3K 1.52% 9
2025
Q4 		$3.94M Sell
4,480
-76
-2% -$62K 1.63% 4
2025
Q3 		$3.63M Sell
4,556
-48
-1% -$35.6K 1.52% 7
2025
Q2 		$3.26M Buy
4,604
+125
+3% +$72.4K 1.44% 11
2025
Q1 		$2.45M Buy
4,479
+72
+2% +$43.3K 1.14% 32
2024
Q4 		$2.52M Buy
4,407
+156
+4% +$87K 1.18% 23
2024
Q3 		$2.1M Buy
4,251
+72
+2% +$35.2K 0.98% 36
2024
Q2 		$1.89M Sell
4,179
-11
-0.3% -$4.83K 1% 36
2024
Q1 		$1.75M Buy
4,190
+160
+4% +$62.1K 0.92% 42
2023
Q4 		$1.55M Sell
4,030
-33
-0.8% -$11K 0.88% 43
2023
Q3 		$1.31M Buy
4,063
+347
+9% +$116K 0.78% 45
2023
Q2 		$1.2M Buy
3,716
+233
+7% +$76.6K 0.72% 47
2023
Q1 		$1.14M Buy
+3,483
New +$1.21M 0.71% 50

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

Mitchell & Pahl Private Wealth's GS Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its Goldman Sachs (GS) stake by 0.81% in Q2 2026, buying an estimated $35.1K and bringing the position to 4,454 shares worth $4.5M. The position accounts for 1.65% of the portfolio, ranked #9.

Mitchell & Pahl Private Wealth first reported a position in GS in Q1 2023 and has held it in 14 quarters since. 1,042 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 4,454 shares of Goldman Sachs worth $4.5M as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 36 Goldman Sachs shares in Q2 2026, an estimated $35.1K.
  • Goldman Sachs made up 1.65% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #9 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Goldman Sachs in Q1 2023 and has held it in 14 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.