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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Management Group's GS Position: Q2 2026 in Review

Private Wealth Management Group reduced its Goldman Sachs (GS) stake by 9.4% in Q2 2026, selling an estimated $28.3K and leaving 279 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #90.

Private Wealth Management Group first reported a position in GS in Q4 2023 and has held it in 11 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Private Wealth Management Group held 279 shares of Goldman Sachs worth $282K as of Q2 2026.
  • Private Wealth Management Group sold 29 Goldman Sachs shares in Q2 2026, an estimated $28.3K.
  • Goldman Sachs made up 0.07% of Private Wealth Management Group's portfolio in Q2 2026, its #90 holding.
  • Private Wealth Management Group first reported a position in Goldman Sachs in Q4 2023 and has held it in 11 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.