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New England Research & Management’s Goldman Sachs GS Stock Holding History

New England Research & 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 		$2.95M Sell
2,916
-107
-4% -$104K 1.15% 25
2026
Q1 		$2.56M Sell
3,023
-1,228
-29% -$1.1M 1.08% 25
2025
Q4 		$3.74M Buy
4,251
+2,750
+183% +$2.24M 1.63% 13
2025
Q3 		$1.2M Sell
1,501
-5,293
-78% -$3.92M 0.55% 64
2025
Q2 		$4.81M Sell
6,794
-1,229
-15% -$712K 2.28% 7
2025
Q1 		$4.38M Buy
8,023
+2,731
+52% +$1.64M 2.23% 7
2024
Q4 		$3.03M Buy
5,292
+5
+0.1% +$2.79K 1.54% 17
2024
Q3 		$2.62M Buy
5,287
+4,225
+398% +$2.07M 1.23% 21
2024
Q2 		$480K Buy
+1,062
New +$466K 0.23% 128
2022
Q2 		– Sell
-2,618
Closed -$864K – 165
2022
Q1 		$864K Buy
2,618
+718
+38% +$254K 0.45% 77
2021
Q4 		$727K Buy
1,900
+575
+43% +$228K 0.35% 86
2021
Q3 		$501K Buy
1,325
+550
+71% +$215K 0.26% 108
2021
Q2 		$294K Hold
775
– – 0.15% 145
2021
Q1 		$253K Buy
+775
New +$241K 0.14% 153
2018
Q3 		– Sell
-2,725
Closed -$601K – 167
2018
Q2 		$601K Buy
2,725
+1,775
+187% +$423K 0.4% 97
2018
Q1 		$239K Buy
+950
New +$247K 0.16% 147
2017
Q3 		– Sell
-1,050
Closed -$233K – 165
2017
Q2 		$233K Buy
+1,050
New +$233K 0.17% 139

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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

New England Research & Management's GS Position: Q2 2026 in Review

New England Research & Management reduced its Goldman Sachs (GS) stake by 3.5% in Q2 2026, selling an estimated $104K and leaving 2,916 shares worth $2.95M. The position accounts for 1.15% of the portfolio, ranked #25.

New England Research & Management first reported a position in GS in Q2 2017 and has held it in 17 quarters since. The position peaked at $4.81M in Q2 2025. 1,511 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • New England Research & Management held 2,916 shares of Goldman Sachs worth $2.95M as of Q2 2026.
  • New England Research & Management sold 107 Goldman Sachs shares in Q2 2026, an estimated $104K.
  • Goldman Sachs made up 1.15% of New England Research & Management's portfolio in Q2 2026, its #25 holding.
  • New England Research & Management first reported a position in Goldman Sachs in Q2 2017 and has held it in 17 quarters since.
  • New England Research & Management's Goldman Sachs position peaked at $4.81M in Q2 2025.
  • 1,511 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.