Pines Wealth Management’s Goldman Sachs GS Stock Holding History

Pines 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 Q3	$1.62M	Sell	1,802 -170	-9%	-$174K	0.46%	51
2026 Q2	$1.99M	Sell	1,972 -77	-4%	-$75.1K	0.57%	37
2026 Q1	$1.73M	Sell	2,049 -517	-20%	-$461K	0.56%	40
2025 Q4	$2.26M	Buy	2,566 +11	+0.4%	+$8.98K	0.73%	27
2025 Q3	$2.03M	Sell	2,555 -97	-4%	-$71.9K	0.69%	31
2025 Q2	$1.92M	Buy	2,652 +198	+8%	+$115K	0.68%	33
2025 Q1	$1.13M	Sell	2,454 -271	-10%	-$163K	0.52%	46
2024 Q4	$1.53M	Buy	+2,725	New	+$1.52M	0.66%	35

Other funds holding GS

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

Pines Wealth Management's GS Position: Q3 2026 in Review

Pines Wealth Management reduced its Goldman Sachs (GS) stake by 8.6% in Q3 2026, selling an estimated $174K and leaving 1,802 shares worth $1.62M. The position accounts for 0.46% of the portfolio, ranked #51.

Pines Wealth Management first reported a position in GS in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.26M in Q4 2025. 738 funds tracked by Wall St. Rank hold GS as of Q3 2026.

Pines Wealth Management held 1,802 shares of Goldman Sachs worth $1.62M as of Q3 2026.
Pines Wealth Management sold 170 Goldman Sachs shares in Q3 2026, an estimated $174K.
Goldman Sachs made up 0.46% of Pines Wealth Management's portfolio in Q3 2026, its #51 holding.
Pines Wealth Management first reported a position in Goldman Sachs in Q4 2024 and has held it in 8 quarters since.
Pines Wealth Management's Goldman Sachs position peaked at $2.26M in Q4 2025.
738 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.