Newton One Investments’s Goldman Sachs GS Stock Holding History

Newton One Investments’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	$520K	Buy	514 +2	+0.4%	+$1.95K	0.13%	26
2026 Q1	$433K	Buy	512 +3	+0.6%	+$2.68K	0.12%	26
2025 Q4	$448K	Buy	509 +2	+0.4%	+$1.63K	0.13%	29
2025 Q3	$404K	Buy	507 +3	+0.6%	+$2.22K	0.12%	31
2025 Q2	$357K	Buy	504 +2	+0.4%	+$1.16K	0.11%	31
2025 Q1	$274K	Buy	502 +2	+0.4%	+$1.2K	0.1%	36
2024 Q4	$286K	Buy	500 +3	+0.6%	+$1.67K	0.11%	35
2024 Q3	$246K	Buy	497 +3	+0.6%	+$1.47K	0.1%	37
2024 Q2	$223K	Buy	494 +3	+0.6%	+$1.32K	0.1%	39
2024 Q1	$205K	Buy	491 +3	+0.6%	+$1.16K	0.09%	41
2023 Q4	$188K	Sell	488 -156	-24%	-$52.1K	0.09%	40
2023 Q3	$208K	Buy	644 +3	+0.5%	+$1K	0.12%	37
2023 Q2	$207K	Buy	641 +5	+0.8%	+$1.64K	0.12%	38
2023 Q1	$208K	Buy	636 +5	+0.8%	+$1.74K	0.13%	36
2022 Q4	$217K	Hold	631	–	–	0.14%	35
2022 Q3	$185K	Hold	631	–	–	0.13%	32
2022 Q2	$187K	Hold	631	–	–	0.14%	33
2022 Q1	$208K	Hold	631	–	–	0.15%	33
2021 Q4	$241K	Buy	631 +1	+0.2%	+$396	0.17%	32
2021 Q3	$238K	Buy	630 +1	+0.2%	+$391	0.18%	29
2021 Q2	$239K	Buy	629 +1	+0.2%	+$358	0.19%	27
2021 Q1	$205K	Buy	628 +1	+0.2%	+$311	0.18%	24
2020 Q4	$165K	Buy	+627	New	+$140K	0.16%	27

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Newton One Investments's GS Position: Q2 2026 in Review

Newton One Investments increased its Goldman Sachs (GS) stake by 0.39% in Q2 2026, buying an estimated $1.95K and bringing the position to 514 shares worth $520K. The position accounts for 0.13% of the portfolio, ranked #26.

Newton One Investments first reported a position in GS in Q4 2020 and has held it in 23 quarters since. 3,153 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Newton One Investments held 514 shares of Goldman Sachs worth $520K as of Q2 2026.
Newton One Investments bought 2 Goldman Sachs shares in Q2 2026, an estimated $1.95K.
Goldman Sachs made up 0.13% of Newton One Investments's portfolio in Q2 2026, its #26 holding.
Newton One Investments first reported a position in Goldman Sachs in Q4 2020 and has held it in 23 quarters since.
3,153 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.