Precedent Wealth Partners
GS icon

Precedent Wealth Partners’s Goldman Sachs GS Stock Holding History

Precedent 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
Q3 		$268K Buy
+297
New +$304K 0.04% 174

Other funds holding GS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Precedent Wealth Partners's GS Position: Q3 2026 in Review

Precedent Wealth Partners opened a new position in Goldman Sachs (GS) in Q3 2026: 297 shares worth $268K. The stake represents 0.04% of the portfolio and ranks #174 among its holdings.

2,750 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Precedent Wealth Partners held 297 shares of Goldman Sachs worth $268K as of Q3 2026.
  • Goldman Sachs was a new Precedent Wealth Partners position in Q3 2026.
  • Goldman Sachs made up 0.04% of Precedent Wealth Partners's portfolio in Q3 2026, its #174 holding.
  • 2,750 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

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