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

Private Wealth Management Group’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	$242K	Sell	269 -10	-4%	-$10.2K	0.05%	103
2026 Q2	$282K	Sell	279 -29	-9%	-$28.3K	0.07%	90
2026 Q1	$261K	Buy	308 +17	+6%	+$15.2K	0.07%	76
2025 Q4	$256K	Hold	291	–	–	0.07%	79
2025 Q3	$232K	Buy	291 +30	+11%	+$22.2K	0.06%	80
2025 Q2	$185K	Hold	261	–	–	0.06%	85
2025 Q1	$143K	Buy	261 +111	+74%	+$66.8K	0.05%	93
2024 Q4	$85.9K	Hold	150	–	–	0.03%	122
2024 Q3	$74.3K	Hold	150	–	–	0.03%	131
2024 Q2	$67.8K	Hold	150	–	–	0.03%	133
2024 Q1	$62.7K	Sell	150 -76	-34%	-$29.5K	0.03%	134
2023 Q4	$87.2K	Buy	+226	New	+$75.4K	0.04%	107

Other funds holding GS

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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 30.39% 1-Year Est. Return

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

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 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

Private Wealth Management Group's GS Position: Q3 2026 in Review

Private Wealth Management Group reduced its Goldman Sachs (GS) stake by 3.6% in Q3 2026, selling an estimated $10.2K and leaving 269 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #103.

Private Wealth Management Group first reported a position in GS in Q4 2023 and has held it in 12 quarters since. The position peaked at $282K in Q2 2026. 850 funds tracked by Wall St. Rank hold GS as of Q3 2026.

Private Wealth Management Group held 269 shares of Goldman Sachs worth $242K as of Q3 2026.
Private Wealth Management Group sold 10 Goldman Sachs shares in Q3 2026, an estimated $10.2K.
Goldman Sachs made up 0.05% of Private Wealth Management Group's portfolio in Q3 2026, its #103 holding.
Private Wealth Management Group first reported a position in Goldman Sachs in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Goldman Sachs position peaked at $282K in Q2 2026.
850 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.