PMSA
GS icon

Patrick M. Sweeney & Associates’s Goldman Sachs GS Stock Holding History

Patrick M. Sweeney & Associates’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 		$1.47M Sell
1,455
-5
-0.3% -$4.88K 0.85% 26
2026
Q1 		$1.23M Sell
1,460
-6
-0.4% -$5.35K 0.79% 31
2025
Q4 		$1.29M Sell
1,466
-31
-2% -$25.3K 0.81% 26
2025
Q3 		$1.19M Sell
1,497
-5
-0.3% -$3.71K 0.77% 30
2025
Q2 		$1.09M Buy
1,502
+64
+4% +$37.1K 0.75% 33
2025
Q1 		$785K Sell
1,438
-54
-4% -$32.5K 0.59% 39
2024
Q4 		$854K Sell
1,492
-4
-0.3% -$2.23K 0.64% 39
2024
Q3 		$741K Buy
1,496
+94
+7% +$46K 0.54% 45
2024
Q2 		$634K Buy
1,402
+1
+0.1% +$439 0.51% 53
2024
Q1 		$585K Buy
1,401
+98
+8% +$38K 0.48% 50
2023
Q4 		$503K Buy
+1,303
New +$435K 0.46% 54

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

Patrick M. Sweeney & Associates's GS Position: Q2 2026 in Review

Patrick M. Sweeney & Associates reduced its Goldman Sachs (GS) stake by 0.34% in Q2 2026, selling an estimated $4.88K and leaving 1,455 shares worth $1.47M. The position accounts for 0.85% of the portfolio, ranked #26.

Patrick M. Sweeney & Associates first reported a position in GS in Q4 2023 and has held it in 11 quarters since. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Patrick M. Sweeney & Associates held 1,455 shares of Goldman Sachs worth $1.47M as of Q2 2026.
  • Patrick M. Sweeney & Associates sold 5 Goldman Sachs shares in Q2 2026, an estimated $4.88K.
  • Goldman Sachs made up 0.85% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #26 holding.
  • Patrick M. Sweeney & Associates first reported a position in Goldman Sachs in Q4 2023 and has held it in 11 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.