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Private Wealth Asset Management’s Goldman Sachs GS Stock Holding History

Private Wealth Asset 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 		$1.29M Sell
1,272
-26
-2% -$25.3K 0.12% 111
2026
Q1 		$1.1M Sell
1,298
-344
-21% -$307K 0.12% 120
2025
Q4 		$1.44M Sell
1,642
-13
-0.8% -$10.6K 0.16% 97
2025
Q3 		$1.32M Buy
1,655
+53
+3% +$39.3K 0.16% 96
2025
Q2 		$1.13M Buy
1,602
+48
+3% +$27.8K 0.15% 104
2025
Q1 		$849K Buy
+1,554
New +$935K 0.12% 119

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Private Wealth Asset Management's GS Position: Q2 2026 in Review

Private Wealth Asset Management reduced its Goldman Sachs (GS) stake by 2% in Q2 2026, selling an estimated $25.3K and leaving 1,272 shares worth $1.29M. The position accounts for 0.12% of the portfolio, ranked #111.

Private Wealth Asset Management first reported a position in GS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.44M in Q4 2025. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Private Wealth Asset Management held 1,272 shares of Goldman Sachs worth $1.29M as of Q2 2026.
  • Private Wealth Asset Management sold 26 Goldman Sachs shares in Q2 2026, an estimated $25.3K.
  • Goldman Sachs made up 0.12% of Private Wealth Asset Management's portfolio in Q2 2026, its #111 holding.
  • Private Wealth Asset Management first reported a position in Goldman Sachs in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Goldman Sachs position peaked at $1.44M in Q4 2025.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.