Paragon Private Wealth Management’s Goldman Sachs GS Stock Holding History

Paragon Private Wealth Management’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	$635K	Buy	627 +1	+0.2%	+$975	0.17%	133
2026 Q1	$530K	Buy	626 +126	+25%	+$112K	0.17%	138
2025 Q4	$440K	Buy	500 +14	+3%	+$11.4K	0.14%	145
2025 Q3	$387K	Buy	486 +170	+54%	+$126K	0.13%	160
2025 Q2	$224K	Buy	+316	New	+$183K	0.09%	183

Other funds holding GS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Paragon Private Wealth Management's GS Position: Q2 2026 in Review

Paragon Private Wealth Management increased its Goldman Sachs (GS) stake by 0.16% in Q2 2026, buying an estimated $975 and bringing the position to 627 shares worth $635K. The position accounts for 0.17% of the portfolio, ranked #133.

Paragon Private Wealth Management first reported a position in GS in Q2 2025 and has held it in 5 quarters since. 1,456 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Paragon Private Wealth Management held 627 shares of Goldman Sachs worth $635K as of Q2 2026.
Paragon Private Wealth Management bought 1 Goldman Sachs share in Q2 2026, an estimated $975.
Goldman Sachs made up 0.17% of Paragon Private Wealth Management's portfolio in Q2 2026, its #133 holding.
Paragon Private Wealth Management first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
1,456 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.