RPWA
GS icon

Regent Peak Wealth Advisors’s Goldman Sachs GS Stock Holding History

Regent Peak Wealth Advisors’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 		$848K Buy
838
+55
+7% +$53.6K 0.16% 67
2026
Q1 		$662K Buy
783
+48
+7% +$42.8K 0.14% 69
2025
Q4 		$646K Buy
735
+13
+2% +$10.6K 0.13% 74
2025
Q3 		$575K Buy
+722
New +$535K 0.12% 78
2025
Q1 		$381K Buy
697
+17
+3% +$10.2K 0.09% 99
2024
Q4 		$389K Buy
680
+24
+4% +$13.4K 0.09% 99
2024
Q3 		$325K Buy
656
+12
+2% +$5.87K 0.07% 116
2024
Q2 		$291K Buy
644
+5
+0.8% +$2.19K 0.07% 124
2024
Q1 		$267K Buy
639
+5
+0.8% +$1.94K 0.07% 131
2023
Q4 		$245K Sell
634
-548
-46% -$183K 0.07% 129
2023
Q3 		$382K Buy
+1,182
New +$395K 0.12% 93
2023
Q2 		– Sell
-620
Closed -$203K – 160
2023
Q1 		$203K Sell
620
-110
-15% -$38.3K 0.06% 151
2022
Q4 		$251K Buy
+730
New +$254K 0.08% 128
2022
Q1 		– Sell
-538
Closed -$206K – 166
2021
Q4 		$206K Buy
+538
New +$213K 0.06% 161
2021
Q1 		– Sell
-443
Closed -$117K – 488
2020
Q4 		$117K Buy
+443
New +$98.6K 0.04% 189
2020
Q3 		– Sell
-5,924
Closed -$1.17M – 134
2020
Q2 		$1.17M Buy
+5,924
New +$1.11M 0.53% 45

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

Regent Peak Wealth Advisors's GS Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Goldman Sachs (GS) stake by 7% in Q2 2026, buying an estimated $53.6K and bringing the position to 838 shares worth $848K. The position accounts for 0.16% of the portfolio, ranked #67.

Regent Peak Wealth Advisors first reported a position in GS in Q2 2020 and has held it in 16 quarters since. The position peaked at $1.17M in Q2 2020. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Regent Peak Wealth Advisors held 838 shares of Goldman Sachs worth $848K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 55 Goldman Sachs shares in Q2 2026, an estimated $53.6K.
  • Goldman Sachs made up 0.16% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • Regent Peak Wealth Advisors first reported a position in Goldman Sachs in Q2 2020 and has held it in 16 quarters since.
  • Regent Peak Wealth Advisors's Goldman Sachs position peaked at $1.17M in Q2 2020.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.