RKL Wealth Management’s Goldman Sachs GS Stock Holding History

RKL Wealth Management’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	$488K	Buy	482 +49	+11%	+$47.8K	0.04%	136
2026 Q1	$366K	Sell	433 -124	-22%	-$111K	0.03%	148
2025 Q4	$489K	Sell	557 -211	-27%	-$172K	0.04%	131
2025 Q3	$611K	Buy	768 +61	+9%	+$45.2K	0.05%	117
2025 Q2	$500K	Sell	707 -9	-1%	-$5.21K	0.04%	128
2025 Q1	$391K	Buy	716 +1	+0.1%	+$602	0.04%	136
2024 Q4	$410K	Sell	715 -3	-0.4%	-$1.67K	0.04%	135
2024 Q3	$356K	Buy	+718	New	+$351K	0.03%	122

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RKL Wealth Management's GS Position: Q2 2026 in Review

RKL Wealth Management increased its Goldman Sachs (GS) stake by 11% in Q2 2026, buying an estimated $47.8K and bringing the position to 482 shares worth $488K. The position accounts for 0.04% of the portfolio, ranked #136.

RKL Wealth Management first reported a position in GS in Q3 2024 and has held it in 8 quarters since. The position peaked at $611K in Q3 2025. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

RKL Wealth Management held 482 shares of Goldman Sachs worth $488K as of Q2 2026.
RKL Wealth Management bought 49 Goldman Sachs shares in Q2 2026, an estimated $47.8K.
Goldman Sachs made up 0.04% of RKL Wealth Management's portfolio in Q2 2026, its #136 holding.
RKL Wealth Management first reported a position in Goldman Sachs in Q3 2024 and has held it in 8 quarters since.
RKL Wealth Management's Goldman Sachs position peaked at $611K in Q3 2025.
3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.