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Parkworth Wealth Management’s Goldman Sachs GS Stock Holding History

Parkworth 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
2025
Q2 		$64.8K Buy
92
+6
+7% +$3.48K 0.05% 93
2025
Q1 		$47.1K Hold
86
– – 0.04% 93
2024
Q4 		$49.2K Buy
+86
New +$48K 0.04% 94

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Parkworth Wealth Management's GS Position: Q2 2025 in Review

Parkworth Wealth Management increased its Goldman Sachs (GS) stake by 7% in Q2 2025, buying an estimated $3.48K and bringing the position to 92 shares worth $64.8K. The position accounts for 0.05% of the portfolio, ranked #93.

Parkworth Wealth Management first reported a position in GS in Q4 2024 and has held it in 3 quarters since. 2,600 funds tracked by Wall St. Rank hold GS as of Q2 2025.

  • Parkworth Wealth Management held 92 shares of Goldman Sachs worth $64.8K as of Q2 2025.
  • Parkworth Wealth Management bought 6 Goldman Sachs shares in Q2 2025, an estimated $3.48K.
  • Goldman Sachs made up 0.05% of Parkworth Wealth Management's portfolio in Q2 2025, its #93 holding.
  • Parkworth Wealth Management first reported a position in Goldman Sachs in Q4 2024 and has held it in 3 quarters since.
  • 2,600 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.