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Pettee Investors’s Goldman Sachs GS Stock Holding History

Pettee Investors’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 		$3.78M Hold
3,735
– – 1.86% 12
2026
Q1 		$3.45M Buy
3,735
+12
+0.3% +$10.7K 1.78% 14
2025
Q4 		$3.27M Hold
3,723
– – 1.84% 11
2025
Q3 		$2.96M Buy
3,723
+990
+36% +$734K 1.63% 15
2025
Q2 		$1.93M Buy
2,733
+310
+13% +$180K 1.16% 29
2025
Q1 		$1.32M Buy
2,423
+388
+19% +$233K 0.79% 41
2024
Q4 		$1.17M Buy
2,035
+57
+3% +$31.8K 0.59% 53
2024
Q3 		$979K Hold
1,978
– – 0.48% 64
2024
Q2 		$895K Sell
1,978
-665
-25% -$292K 0.43% 71
2024
Q1 		$1.1M Buy
2,643
+45
+2% +$17.5K 0.47% 65
2023
Q4 		$1M Hold
2,598
– – 0.44% 67
2023
Q3 		$841K Buy
2,598
+523
+25% +$175K 0.4% 70
2023
Q2 		$669K Buy
2,075
+30
+1% +$9.86K 0.3% 81
2023
Q1 		$669K Sell
2,045
-39
-2% -$13.6K 0.32% 81
2022
Q4 		$716K Buy
2,084
+79
+4% +$27.5K 0.35% 77
2022
Q3 		$588K Hold
2,005
– – 0.32% 83
2022
Q2 		$596K Buy
2,005
+75
+4% +$23.4K 0.3% 84
2022
Q1 		$637K Hold
1,930
– – 0.28% 90
2021
Q4 		$738K Hold
1,930
– – 0.31% 85
2021
Q3 		$730K Buy
1,930
+25
+1% +$9.76K 0.34% 81
2021
Q2 		$723K Buy
1,905
+135
+8% +$48.3K 0.34% 80
2021
Q1 		$579K Buy
1,770
+670
+61% +$209K 0.28% 87
2020
Q4 		$290K Buy
+1,100
New +$245K 0.15% 107

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

Pettee Investors's GS Position: Q2 2026 in Review

Pettee Investors held its Goldman Sachs (GS) position steady in Q2 2026 at 3,735 shares worth $3.78M. The position accounts for 1.86% of the portfolio, ranked #12.

Pettee Investors first reported a position in GS in Q4 2020 and has held it in 23 quarters since. 3,153 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Pettee Investors held 3,735 shares of Goldman Sachs worth $3.78M as of Q2 2026.
  • Pettee Investors left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 1.86% of Pettee Investors's portfolio in Q2 2026, its #12 holding.
  • Pettee Investors first reported a position in Goldman Sachs in Q4 2020 and has held it in 23 quarters since.
  • 3,153 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Pettee Investors's 13F filing for Q2 2026, filed 6 Aug 2026.