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Pacific Wealth Strategies Group’s Goldman Sachs GS Stock Holding History

Pacific Wealth Strategies Group’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 		$1.94M Sell
1,916
-473
-20% -$461K 1.11% 29
2026
Q1 		$2.02M Buy
2,389
+35
+1% +$31.2K 1.26% 20
2025
Q4 		$2.07M Buy
2,354
+170
+8% +$139K 1.17% 17
2025
Q3 		$1.74M Sell
2,184
-93
-4% -$68.9K 1.07% 19
2025
Q2 		$1.65M Buy
2,277
+245
+12% +$142K 1.08% 21
2025
Q1 		$1.11M Buy
2,032
+36
+2% +$21.7K 0.82% 29
2024
Q4 		$1.14M Buy
+1,996
New +$1.11M 0.79% 29

Other funds holding GS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
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

Pacific Wealth Strategies Group's GS Position: Q2 2026 in Review

Pacific Wealth Strategies Group reduced its Goldman Sachs (GS) stake by 20% in Q2 2026, selling an estimated $461K and leaving 1,916 shares worth $1.94M. The position accounts for 1.11% of the portfolio, ranked #29.

Pacific Wealth Strategies Group first reported a position in GS in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.07M in Q4 2025. 829 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Pacific Wealth Strategies Group held 1,916 shares of Goldman Sachs worth $1.94M as of Q2 2026.
  • Pacific Wealth Strategies Group sold 473 Goldman Sachs shares in Q2 2026, an estimated $461K.
  • Goldman Sachs made up 1.11% of Pacific Wealth Strategies Group's portfolio in Q2 2026, its #29 holding.
  • Pacific Wealth Strategies Group first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
  • Pacific Wealth Strategies Group's Goldman Sachs position peaked at $2.07M in Q4 2025.
  • 829 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2026, filed 17 Jul 2026.