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Novak & Powell Financial Services’s Goldman Sachs GS Stock Holding History

Novak & Powell Financial Services’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 		$390K Buy
385
+1
+0.3% +$975 0.18% 112
2026
Q1 		$325K Buy
384
+2
+0.5% +$1.78K 0.18% 117
2025
Q4 		$336K Buy
382
+1
+0.3% +$816 0.18% 107
2025
Q3 		$304K Buy
381
+1
+0.3% +$741 0.16% 122
2025
Q2 		$269K Buy
380
+1
+0.3% +$579 0.19% 113
2025
Q1 		$207K Buy
379
+2
+0.5% +$1.2K 0.13% 145
2024
Q4 		$216K Buy
+377
New +$210K 0.13% 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

Novak & Powell Financial Services's GS Position: Q2 2026 in Review

Novak & Powell Financial Services increased its Goldman Sachs (GS) stake by 0.26% in Q2 2026, buying an estimated $975 and bringing the position to 385 shares worth $390K. The position accounts for 0.18% of the portfolio, ranked #112.

Novak & Powell Financial Services first reported a position in GS in Q4 2024 and has held it in 7 quarters since. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Novak & Powell Financial Services held 385 shares of Goldman Sachs worth $390K as of Q2 2026.
  • Novak & Powell Financial Services bought 1 Goldman Sachs share in Q2 2026, an estimated $975.
  • Goldman Sachs made up 0.18% of Novak & Powell Financial Services's portfolio in Q2 2026, its #112 holding.
  • Novak & Powell Financial Services first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
  • 3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.