Partners Wealth Management’s Goldman Sachs GS Stock Holding History

Partners 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	$303K	Hold	300	–	–	0.3%	76
2026 Q1	$254K	Hold	300	–	–	0.26%	89
2025 Q4	$264K	Hold	300	–	–	0.28%	90
2025 Q3	$239K	Buy	+300	New	+$222K	0.24%	105
2025 Q1	–	Sell	-360	Closed	-$206K	–	117
2024 Q4	$206K	Buy	+360	New	+$201K	0.23%	108

Other funds holding GS

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

SMDAM

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Partners Wealth Management's GS Position: Q2 2026 in Review

Partners Wealth Management held its Goldman Sachs (GS) position steady in Q2 2026 at 300 shares worth $303K. The position accounts for 0.3% of the portfolio, ranked #76.

Partners Wealth Management first reported a position in GS in Q4 2024 and has held it in 5 quarters since. 927 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Partners Wealth Management held 300 shares of Goldman Sachs worth $303K as of Q2 2026.
Partners Wealth Management left its Goldman Sachs share count unchanged in Q2 2026.
Goldman Sachs made up 0.3% of Partners Wealth Management's portfolio in Q2 2026, its #76 holding.
Partners Wealth Management first reported a position in Goldman Sachs in Q4 2024 and has held it in 5 quarters since.
927 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.