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QTR Family Wealth’s Goldman Sachs GS Stock Holding History

QTR Family Wealth’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 		$242K Buy
+239
New +$233K 0.08% 276
2026
Q1 		– Sell
-217
Closed -$206K – 301
2025
Q4 		$206K Buy
+217
New +$177K 0.09% 265

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

QTR Family Wealth's GS Position: Q2 2026 in Review

QTR Family Wealth opened a new position in Goldman Sachs (GS) in Q2 2026: 239 shares worth $242K. The stake represents 0.08% of the portfolio and ranks #276 among its holdings. This is a return to the name: QTR Family Wealth previously reported a position in GS as recently as Q4 2025.

QTR Family Wealth first reported a position in GS in Q4 2025 and has held it in 2 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • QTR Family Wealth held 239 shares of Goldman Sachs worth $242K as of Q2 2026.
  • Goldman Sachs was a new QTR Family Wealth position in Q2 2026.
  • Goldman Sachs made up 0.08% of QTR Family Wealth's portfolio in Q2 2026, its #276 holding.
  • QTR Family Wealth first reported a position in Goldman Sachs in Q4 2025 and has held it in 2 quarters since.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.