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Perfromance Wealth Partners’s Goldman Sachs GS Stock Holding History

Perfromance Wealth Partners’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 		$142M Buy
140,897
+1,659
+1% +$1.62M 3.54% 8
2026
Q1 		$118M Buy
139,238
+1,647
+1% +$1.47M 3.42% 7
2025
Q4 		$121M Buy
137,591
+857
+0.6% +$699K 3.28% 7
2025
Q3 		$109M Buy
136,734
+2,794
+2% +$2.07M 3.04% 7
2025
Q2 		$94.8M Buy
133,940
+3,124
+2% +$1.81M 3.03% 7
2025
Q1 		$71.5M Buy
130,816
+8,777
+7% +$5.28M 2.55% 8
2024
Q4 		$69.9M Buy
122,039
+2,539
+2% +$1.42M 2.25% 8
2024
Q3 		$59.2M Buy
119,500
+4,804
+4% +$2.35M 2.04% 11
2024
Q2 		$51.9M Buy
114,696
+38,996
+52% +$17.1M 1.91% 11
2024
Q1 		$31.6M Buy
75,700
+1,868
+3% +$725K 1.33% 11
2023
Q4 		$28.5M Sell
73,832
-4,927
-6% -$1.64M 1.25% 11
2023
Q3 		$25.5M Sell
78,759
-2,271
-3% -$759K 1.24% 12
2023
Q2 		$25.9M Sell
81,030
-3,338
-4% -$1.1M 1.19% 12
2023
Q1 		$27.6M Sell
84,368
-3,041
-3% -$1.06M 1.41% 12
2022
Q4 		$30M Sell
87,409
-1,094
-1% -$381K 1.81% 12
2022
Q3 		$25.9M Buy
88,503
+4,371
+5% +$1.42M 1.5% 11
2022
Q2 		$25M Sell
84,132
-5,153
-6% -$1.6M 1.4% 13
2022
Q1 		$29.5M Buy
89,285
+10,399
+13% +$3.67M 1.28% 14
2021
Q4 		$30.2M Buy
+78,886
New +$31.2M 1.22% 16

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

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

Perfromance Wealth Partners increased its Goldman Sachs (GS) stake by 1.2% in Q2 2026, buying an estimated $1.62M and bringing the position to 140,897 shares worth $142M. The position accounts for 3.54% of the portfolio, ranked #8.

Perfromance Wealth Partners first reported a position in GS in Q4 2021 and has held it in 19 quarters since. 3,167 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Perfromance Wealth Partners held 140,897 shares of Goldman Sachs worth $142M as of Q2 2026.
  • Perfromance Wealth Partners bought 1,659 Goldman Sachs shares in Q2 2026, an estimated $1.62M.
  • Goldman Sachs made up 3.54% of Perfromance Wealth Partners's portfolio in Q2 2026, its #8 holding.
  • Perfromance Wealth Partners first reported a position in Goldman Sachs in Q4 2021 and has held it in 19 quarters since.
  • 3,167 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.