Principle Wealth Partners’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.4M | Sell |
18,213
-139
| -0.8% | -$136K | 0.91% | 23 |
|
|
2026
Q1 | $15.5M | Sell |
18,352
-294
| -2% | -$262K | 0.89% | 23 |
|
|
2025
Q4 | $16.4M | Sell |
18,646
-118
| -0.6% | -$96.3K | 0.92% | 22 |
|
|
2025
Q3 | $14.9M | Sell |
18,764
-316
| -2% | -$234K | 0.87% | 24 |
|
|
2025
Q2 | $13.5M | Buy |
19,080
+209
| +1% | +$121K | 0.84% | 26 |
|
|
2025
Q1 | $10.3M | Buy |
18,871
+11
| +0.1% | +$6.62K | 0.74% | 34 |
|
|
2024
Q4 | $10.8M | Sell |
18,860
-501
| -3% | -$279K | 0.76% | 33 |
|
|
2024
Q3 | $9.59M | Sell |
19,361
-514
| -3% | -$251K | 0.68% | 37 |
|
|
2024
Q2 | $8.99M | Sell |
19,875
-180
| -0.9% | -$79K | 0.68% | 37 |
|
|
2024
Q1 | $8.38M | Sell |
20,055
-99
| -0.5% | -$38.4K | 0.65% | 38 |
|
|
2023
Q4 | $7.77M | Buy |
20,154
+325
| +2% | +$108K | 0.67% | 39 |
|
|
2023
Q3 | $6.42M | Buy |
19,829
+47
| +0.2% | +$15.7K | 0.64% | 41 |
|
|
2023
Q2 | $6.38M | Sell |
19,782
-325
| -2% | -$107K | 0.64% | 38 |
|
|
2023
Q1 | $6.58M | Sell |
20,107
-169
| -0.8% | -$58.8K | 0.7% | 38 |
|
|
2022
Q4 | $6.96M | Buy |
20,276
+53
| +0.3% | +$18.5K | 0.79% | 31 |
|
|
2022
Q3 | $5.93M | Buy |
20,223
+2,653
| +15% | +$860K | 0.56% | 31 |
|
|
2022
Q2 | $5.22M | Buy |
17,570
+3,970
| +29% | +$1.24M | 0.63% | 37 |
|
|
2022
Q1 | $4.49M | Buy |
13,600
+1,260
| +10% | +$445K | 0.47% | 51 |
|
|
2021
Q4 | $4.72M | Buy |
12,340
+28
| +0.2% | +$11.1K | 0.5% | 47 |
|
|
2021
Q3 | $4.65M | Buy |
12,312
+55
| +0.4% | +$21.5K | 0.54% | 36 |
|
|
2021
Q2 | $4.65M | Buy |
12,257
+27
| +0.2% | +$9.66K | 0.53% | 38 |
|
|
2021
Q1 | $4M | Hold |
12,230
| – | – | 0.47% | 49 |
|
|
2020
Q4 | $3.23M | Buy |
12,230
+1,327
| +12% | +$295K | 0.42% | 51 |
|
|
2020
Q3 | $2.19M | Sell |
10,903
-373
| -3% | -$75.9K | 0.61% | 29 |
|
|
2020
Q2 | $2.23M | Hold |
11,276
| – | – | 0.65% | 27 |
|
|
2020
Q1 | $1.74M | Buy |
11,276
+430
| +4% | +$91.3K | 0.65% | 29 |
|
|
2019
Q4 | $2.49M | Sell |
10,846
-406
| -4% | -$88.1K | 0.8% | 31 |
|
|
2019
Q3 | $2.33M | Buy |
11,252
+1,501
| +15% | +$314K | 0.81% | 33 |
|
|
2019
Q2 | $2M | Sell |
9,751
-570
| -6% | -$113K | 1.03% | 24 |
|
|
2019
Q1 | $1.98M | Buy |
10,321
+220
| +2% | +$42.4K | 1.13% | 25 |
|
|
2018
Q4 | $1.69M | Buy |
+10,101
| New | +$2.04M | 1.42% | 22 |
|
Other funds holding GS
Principle Wealth Partners's GS Position: Q2 2026 in Review
Principle Wealth Partners reduced its Goldman Sachs (GS) stake by 0.76% in Q2 2026, selling an estimated $136K and leaving 18,213 shares worth $18.4M. The position accounts for 0.91% of the portfolio, ranked #23.
Principle Wealth Partners first reported a position in GS in Q4 2018 and has held it in 31 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.
- Principle Wealth Partners held 18,213 shares of Goldman Sachs worth $18.4M as of Q2 2026.
- Principle Wealth Partners sold 139 Goldman Sachs shares in Q2 2026, an estimated $136K.
- Goldman Sachs made up 0.91% of Principle Wealth Partners's portfolio in Q2 2026, its #23 holding.
- Principle Wealth Partners first reported a position in Goldman Sachs in Q4 2018 and has held it in 31 quarters since.
- 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.
Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.