Pine Harbor Wealth Management’s Goldman Sachs GS Stock Holding History

Pine Harbor 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	$604K	Hold	597	–	–	0.16%	52
2026 Q1	$505K	Hold	597	–	–	0.15%	55
2025 Q4	$525K	Buy	597 +10	+2%	+$8.16K	0.16%	52
2025 Q3	$467K	Buy	587 +54	+10%	+$40K	0.15%	58
2025 Q2	$377K	Hold	533	–	–	0.13%	68
2025 Q1	$291K	Hold	533	–	–	0.12%	70
2024 Q4	$305K	Hold	533	–	–	0.12%	70
2024 Q3	$264K	Hold	533	–	–	0.13%	82
2024 Q2	$241K	Hold	533	–	–	0.14%	82
2024 Q1	$223K	Sell	533 -54	-9%	-$21K	0.14%	86
2023 Q4	$227K	Buy	+587	New	+$196K	0.17%	86

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pine Harbor Wealth Management's GS Position: Q2 2026 in Review

Pine Harbor Wealth Management held its Goldman Sachs (GS) position steady in Q2 2026 at 597 shares worth $604K. The position accounts for 0.16% of the portfolio, ranked #52.

Pine Harbor Wealth Management first reported a position in GS in Q4 2023 and has held it in 11 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Pine Harbor Wealth Management held 597 shares of Goldman Sachs worth $604K as of Q2 2026.
Pine Harbor Wealth Management left its Goldman Sachs share count unchanged in Q2 2026.
Goldman Sachs made up 0.16% of Pine Harbor Wealth Management's portfolio in Q2 2026, its #52 holding.
Pine Harbor Wealth Management first reported a position in Goldman Sachs in Q4 2023 and has held it in 11 quarters since.
3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.