Next Level Private’s Goldman Sachs GS Stock Holding History

Next Level Private’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	$726K	Sell	718 -10	-1%	-$9.75K	0.14%	98
2026 Q1	$616K	Buy	728 +14	+2%	+$12.5K	0.14%	100
2025 Q4	$628K	Sell	714 -5	-0.7%	-$4.08K	0.16%	92
2025 Q3	$572K	Buy	719 +27	+4%	+$20K	0.17%	92
2025 Q2	$490K	Buy	692 +3	+0.4%	+$1.74K	0.16%	91
2025 Q1	$377K	Buy	689 +107	+18%	+$64.4K	0.14%	103
2024 Q4	$333K	Buy	582 +2	+0.3%	+$1.12K	0.13%	103
2024 Q3	$287K	Buy	580 +2	+0.3%	+$978	0.12%	111
2024 Q2	$261K	Buy	578 +2	+0.3%	+$878	0.12%	108
2024 Q1	$241K	Buy	576 +2	+0.3%	+$776	0.11%	111
2023 Q4	$221K	Buy	+574	New	+$192K	0.13%	97

Other funds holding GS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Next Level Private's GS Position: Q2 2026 in Review

Next Level Private reduced its Goldman Sachs (GS) stake by 1.4% in Q2 2026, selling an estimated $9.75K and leaving 718 shares worth $726K. The position accounts for 0.14% of the portfolio, ranked #98.

Next Level Private first reported a position in GS in Q4 2023 and has held it in 11 quarters since. 549 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Next Level Private held 718 shares of Goldman Sachs worth $726K as of Q2 2026.
Next Level Private sold 10 Goldman Sachs shares in Q2 2026, an estimated $9.75K.
Goldman Sachs made up 0.14% of Next Level Private's portfolio in Q2 2026, its #98 holding.
Next Level Private first reported a position in Goldman Sachs in Q4 2023 and has held it in 11 quarters since.
549 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.