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Modern Wealth Management’s Goldman Sachs GS Stock Holding History

Modern 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 		$2.3M Buy
2,273
+854
+60% +$833K 0.03% 372
2026
Q1 		$1.22M Buy
1,419
+221
+18% +$197K 0.02% 382
2025
Q4 		$1.05M Buy
1,198
+52
+5% +$42.4K 0.02% 398
2025
Q3 		$912K Buy
1,146
+119
+12% +$88.2K 0.02% 407
2025
Q2 		$727K Buy
1,027
+81
+9% +$46.9K 0.02% 421
2025
Q1 		$517K Buy
946
+49
+5% +$29.5K 0.02% 414
2024
Q4 		$513K Buy
+897
New +$500K 0.02% 360

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Modern Wealth Management increased its Goldman Sachs (GS) stake by 60% in Q2 2026, buying an estimated $833K and bringing the position to 2,273 shares worth $2.3M. The position accounts for 0.03% of the portfolio, ranked #372.

Modern Wealth Management first reported a position in GS in Q4 2024 and has held it in 7 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Modern Wealth Management held 2,273 shares of Goldman Sachs worth $2.3M as of Q2 2026.
  • Modern Wealth Management bought 854 Goldman Sachs shares in Q2 2026, an estimated $833K.
  • Goldman Sachs made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #372 holding.
  • Modern Wealth Management first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.