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Naviter Wealth’s Goldman Sachs GS Stock Holding History

Naviter 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 		$6.84M Buy
6,763
+934
+16% +$911K 0.62% 31
2026
Q1 		$4.93M Sell
5,829
-94
-2% -$83.9K 0.62% 32
2025
Q4 		$5.21M Sell
5,923
-502
-8% -$410K 0.68% 27
2025
Q3 		$5.12M Buy
6,425
+98
+2% +$72.6K 0.6% 31
2025
Q2 		$4.48M Sell
6,327
-99
-2% -$57.4K 0.55% 35
2025
Q1 		$3.49M Buy
6,426
+120
+2% +$72.2K 0.42% 58
2024
Q4 		$3.61M Buy
6,306
+2,271
+56% +$1.27M 0.44% 54
2024
Q3 		$2M Sell
4,035
-525
-12% -$257K 0.28% 106
2024
Q2 		$2.06M Sell
4,560
-469
-9% -$206K 0.31% 88
2024
Q1 		$2.1M Sell
5,029
-8
-0.2% -$3.1K 0.34% 79
2023
Q4 		$1.94M Buy
5,037
+961
+24% +$321K 0.39% 69
2023
Q3 		$1.32M Buy
4,076
+329
+9% +$110K 0.32% 78
2023
Q2 		$1.21M Buy
3,747
+472
+14% +$155K 0.31% 86
2023
Q1 		$1.07M Buy
+3,275
New +$1.14M 0.37% 75
2022
Q3 		– Sell
-1,014
Closed -$301K – 191
2022
Q2 		$301K Buy
+1,014
New +$316K 0.12% 159

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Naviter Wealth's GS Position: Q2 2026 in Review

Naviter Wealth increased its Goldman Sachs (GS) stake by 16% in Q2 2026, buying an estimated $911K and bringing the position to 6,763 shares worth $6.84M. The position accounts for 0.62% of the portfolio, ranked #31.

Naviter Wealth first reported a position in GS in Q2 2022 and has held it in 15 quarters since. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Naviter Wealth held 6,763 shares of Goldman Sachs worth $6.84M as of Q2 2026.
  • Naviter Wealth bought 934 Goldman Sachs shares in Q2 2026, an estimated $911K.
  • Goldman Sachs made up 0.62% of Naviter Wealth's portfolio in Q2 2026, its #31 holding.
  • Naviter Wealth first reported a position in Goldman Sachs in Q2 2022 and has held it in 15 quarters since.
  • 3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.