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Optimize Financial’s Goldman Sachs GS Stock Holding History

Optimize Financial’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 		$585K Sell
578
-2
-0.3% -$1.95K 0.21% 101
2026
Q1 		$491K Sell
580
-52
-8% -$46.4K 0.24% 99
2025
Q4 		$556K Buy
632
+6
+1% +$4.9K 0.28% 98
2025
Q3 		$499K Sell
626
-17
-3% -$12.6K 0.26% 112
2025
Q2 		$455K Sell
643
-4
-0.6% -$2.32K 0.28% 93
2025
Q1 		$353K Sell
647
-48
-7% -$28.9K 0.13% 141
2024
Q4 		$398K Buy
+695
New +$388K 0.3% 96

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

Optimize Financial's GS Position: Q2 2026 in Review

Optimize Financial reduced its Goldman Sachs (GS) stake by 0.34% in Q2 2026, selling an estimated $1.95K and leaving 578 shares worth $585K. The position accounts for 0.21% of the portfolio, ranked #101.

Optimize Financial first reported a position in GS in Q4 2024 and has held it in 7 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Optimize Financial held 578 shares of Goldman Sachs worth $585K as of Q2 2026.
  • Optimize Financial sold 2 Goldman Sachs shares in Q2 2026, an estimated $1.95K.
  • Goldman Sachs made up 0.21% of Optimize Financial's portfolio in Q2 2026, its #101 holding.
  • Optimize Financial first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.