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Quotient Wealth Partners’s Goldman Sachs GS Stock Holding History

Quotient Wealth Partners’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 		$1.54M Sell
1,521
-4,159
-73% -$4.05M 0.04% 106
2026
Q1 		$4.81M Sell
5,680
-63
-1% -$56.2K 0.13% 55
2025
Q4 		$5.05M Sell
5,743
-110
-2% -$89.8K 0.13% 52
2025
Q3 		$4.66M Buy
5,853
+149
+3% +$110K 0.13% 48
2025
Q2 		$4.04M Buy
5,704
+217
+4% +$126K 0.12% 51
2025
Q1 		$3M Sell
5,487
-168
-3% -$101K 0.1% 55
2024
Q4 		$3.24M Buy
5,655
+279
+5% +$156K 0.11% 52
2024
Q3 		$2.66M Buy
5,376
+3,446
+179% +$1.69M 0.09% 55
2024
Q2 		$873K Buy
1,930
+119
+7% +$52.2K 0.03% 115
2024
Q1 		$757K Buy
1,811
+67
+4% +$26K 0.03% 133
2023
Q4 		$673K Buy
+1,744
New +$582K 0.03% 150

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

Quotient Wealth Partners's GS Position: Q2 2026 in Review

Quotient Wealth Partners reduced its Goldman Sachs (GS) stake by 73% in Q2 2026, selling an estimated $4.05M and leaving 1,521 shares worth $1.54M. The position accounts for 0.04% of the portfolio, ranked #106.

Quotient Wealth Partners first reported a position in GS in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.05M in Q4 2025. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Quotient Wealth Partners held 1,521 shares of Goldman Sachs worth $1.54M as of Q2 2026.
  • Quotient Wealth Partners sold 4,159 Goldman Sachs shares in Q2 2026, an estimated $4.05M.
  • Goldman Sachs made up 0.04% of Quotient Wealth Partners's portfolio in Q2 2026, its #106 holding.
  • Quotient Wealth Partners first reported a position in Goldman Sachs in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's Goldman Sachs position peaked at $5.05M in Q4 2025.
  • 3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.