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Prentice Wealth Management’s Goldman Sachs GS Stock Holding History

Prentice 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 		$5.02M Sell
4,968
-32
-0.6% -$31.2K 1.04% 20
2026
Q1 		$4.23M Sell
5,000
-2
-0% -$1.78K 0.95% 21
2025
Q4 		$4.4M Hold
5,002
– – 1% 17
2025
Q3 		$3.98M Buy
5,002
+311
+7% +$230K 0.98% 19
2025
Q2 		$3.32M Buy
4,691
+127
+3% +$73.6K 0.87% 20
2025
Q1 		$2.49M Sell
4,564
-359
-7% -$216K 0.72% 23
2024
Q4 		$2.82M Sell
4,923
-8
-0.2% -$4.46K 0.82% 20
2024
Q3 		$2.44M Sell
4,931
-37
-0.7% -$18.1K 0.73% 22
2024
Q2 		$2.25M Sell
4,968
-36
-0.7% -$15.8K 0.73% 22
2024
Q1 		$2.09M Buy
5,004
+18
+0.4% +$6.99K 0.73% 22
2023
Q4 		$1.92M Sell
4,986
-265
-5% -$88.4K 0.75% 19
2023
Q3 		$1.7M Sell
5,251
-37
-0.7% -$12.4K 0.77% 19
2023
Q2 		$1.71M Buy
5,288
+26
+0.5% +$8.55K 0.77% 17
2023
Q1 		$1.72M Sell
5,262
-282
-5% -$98.2K 0.82% 16
2022
Q4 		$1.9M Sell
5,544
-56
-1% -$19.5K 0.96% 16
2022
Q3 		$1.64M Buy
5,600
+74
+1% +$24K 0.9% 14
2022
Q2 		$1.64M Buy
5,526
+134
+2% +$41.7K 1.67% 7
2022
Q1 		$1.78M Buy
5,392
+9
+0.2% +$3.18K 0.86% 14
2021
Q4 		$2.06M Sell
5,383
-21
-0.4% -$8.31K 0.96% 14
2021
Q3 		$2.04M Buy
5,404
+96
+2% +$37.5K 0.99% 14
2021
Q2 		$2.02M Buy
5,308
+46
+0.9% +$16.5K 1.03% 14
2021
Q1 		$1.72M Buy
+5,262
New +$1.64M 0.96% 14

Other funds holding GS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Prentice Wealth Management's GS Position: Q2 2026 in Review

Prentice Wealth Management reduced its Goldman Sachs (GS) stake by 0.64% in Q2 2026, selling an estimated $31.2K and leaving 4,968 shares worth $5.02M. The position accounts for 1.04% of the portfolio, ranked #20.

Prentice Wealth Management first reported a position in GS in Q1 2021 and has held it in 22 quarters since. 632 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Prentice Wealth Management held 4,968 shares of Goldman Sachs worth $5.02M as of Q2 2026.
  • Prentice Wealth Management sold 32 Goldman Sachs shares in Q2 2026, an estimated $31.2K.
  • Goldman Sachs made up 1.04% of Prentice Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Prentice Wealth Management first reported a position in Goldman Sachs in Q1 2021 and has held it in 22 quarters since.
  • 632 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Prentice Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.