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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return