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NewEdge Wealth’s Goldman Sachs GS Stock Holding History

NewEdge 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 		$26.7M Buy
26,407
+382
+1% +$372K 0.27% 83
2026
Q1 		$22M Buy
26,025
+1,675
+7% +$1.49M 0.26% 84
2025
Q4 		$21.4M Buy
24,350
+10,407
+75% +$8.49M 0.24% 83
2025
Q3 		$11.1M Buy
13,943
+2,734
+24% +$2.03M 0.16% 115
2025
Q2 		$8.07M Buy
11,209
+731
+7% +$424K 0.13% 138
2025
Q1 		$5.72M Buy
10,478
+148
+1% +$89.1K 0.1% 162
2024
Q4 		$5.92M Buy
10,330
+1,465
+17% +$817K 0.1% 159
2024
Q3 		$4.39M Buy
8,865
+6,197
+232% +$3.03M 0.08% 213
2024
Q2 		$1.21M Sell
2,668
-484
-15% -$212K 0.03% 387
2024
Q1 		$1.36M Buy
3,152
+826
+36% +$321K 0.03% 377
2023
Q4 		$897K Buy
2,326
+18
+0.8% +$6.01K 0.02% 419
2023
Q3 		$747K Buy
2,308
+370
+19% +$124K 0.02% 400
2023
Q2 		$625K Sell
1,938
-192
-9% -$63.1K 0.02% 426
2023
Q1 		$697K Buy
2,130
+214
+11% +$74.5K 0.03% 367
2022
Q4 		$658K Buy
1,916
+380
+25% +$132K 0.03% 333
2022
Q3 		$450K Sell
1,536
-1,547
-50% -$501K 0.02% 368
2022
Q2 		$916K Buy
3,083
+462
+18% +$144K 0.04% 296
2022
Q1 		$865K Buy
2,621
+379
+17% +$134K 0.04% 237
2021
Q4 		$858K Sell
2,242
-12
-0.5% -$4.75K 0.04% 243
2021
Q3 		$852K Buy
2,254
+66
+3% +$25.8K 0.05% 191
2021
Q2 		$830K Buy
2,188
+247
+13% +$88.4K 0.06% 186
2021
Q1 		$635K Buy
1,941
+1,109
+133% +$345K 0.06% 199
2020
Q4 		$219K Buy
+832
New +$185K 0.07% 140

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

NewEdge Wealth's GS Position: Q2 2026 in Review

NewEdge Wealth increased its Goldman Sachs (GS) stake by 1.5% in Q2 2026, buying an estimated $372K and bringing the position to 26,407 shares worth $26.7M. The position accounts for 0.27% of the portfolio, ranked #83.

NewEdge Wealth first reported a position in GS in Q4 2020 and has held it in 23 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • NewEdge Wealth held 26,407 shares of Goldman Sachs worth $26.7M as of Q2 2026.
  • NewEdge Wealth bought 382 Goldman Sachs shares in Q2 2026, an estimated $372K.
  • Goldman Sachs made up 0.27% of NewEdge Wealth's portfolio in Q2 2026, its #83 holding.
  • NewEdge Wealth first reported a position in Goldman Sachs in Q4 2020 and has held it in 23 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.