Petros Family Wealth’s Goldman Sachs GS Stock Holding History

Petros Family Wealth’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	$465K	Sell	460 -12	-3%	-$11.7K	0.28%	73
2026 Q1	$399K	Sell	472 -301	-39%	-$269K	0.28%	75
2025 Q4	$679K	Buy	773 +5	+0.7%	+$4.08K	0.45%	59
2025 Q3	$612K	Sell	768 -64	-8%	-$47.4K	0.51%	55
2025 Q2	$589K	Buy	832 +27	+3%	+$15.6K	0.54%	55
2025 Q1	$440K	Buy	805 +34	+4%	+$20.5K	0.49%	62
2024 Q4	$441K	Buy	+771	New	+$430K	0.48%	59

Other funds holding GS

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

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

Petros Family Wealth's GS Position: Q2 2026 in Review

Petros Family Wealth reduced its Goldman Sachs (GS) stake by 2.5% in Q2 2026, selling an estimated $11.7K and leaving 460 shares worth $465K. The position accounts for 0.28% of the portfolio, ranked #73.

Petros Family Wealth first reported a position in GS in Q4 2024 and has held it in 7 quarters since. The position peaked at $679K in Q4 2025. 1,122 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Petros Family Wealth held 460 shares of Goldman Sachs worth $465K as of Q2 2026.
Petros Family Wealth sold 12 Goldman Sachs shares in Q2 2026, an estimated $11.7K.
Goldman Sachs made up 0.28% of Petros Family Wealth's portfolio in Q2 2026, its #73 holding.
Petros Family Wealth first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
Petros Family Wealth's Goldman Sachs position peaked at $679K in Q4 2025.
1,122 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.