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RMR Wealth Builders’s Goldman Sachs GS Stock Holding History

RMR Wealth Builders’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 		$6.19M Buy
6,124
+1,066
+21% +$1.04M 0.38% 44
2026
Q1 		$4.28M Buy
5,058
+578
+13% +$516K 0.34% 43
2025
Q4 		$3.94M Buy
4,480
+650
+17% +$530K 0.32% 48
2025
Q3 		$3.05M Sell
3,830
-184
-5% -$136K 0.26% 53
2025
Q2 		$2.84M Sell
4,014
-19
-0.5% -$11K 0.26% 51
2025
Q1 		$2.2M Buy
4,033
+134
+3% +$80.6K 0.23% 59
2024
Q4 		$2.23M Buy
3,899
+286
+8% +$160K 0.23% 57
2024
Q3 		$1.79M Buy
3,613
+181
+5% +$88.5K 0.19% 67
2024
Q2 		$1.55M Buy
3,432
+363
+12% +$159K 0.18% 73
2024
Q1 		$1.28M Buy
3,069
+487
+19% +$189K 0.16% 82
2023
Q4 		$996K Buy
2,582
+612
+31% +$204K 0.14% 83
2023
Q3 		$637K Buy
1,970
+1,349
+217% +$451K 0.1% 108
2023
Q2 		$200K Buy
+621
New +$204K 0.03% 205
2021
Q2 		– Sell
-142
Closed -$46K – 372
2021
Q1 		$46K Buy
142
+45
+46% +$14K 0.01% 380
2020
Q4 		$26K Buy
+97
New +$21.6K 0.01% 326
2019
Q4 		$207K Buy
+901
New +$196K 0.2% 109

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RMR Wealth Builders's GS Position: Q2 2026 in Review

RMR Wealth Builders increased its Goldman Sachs (GS) stake by 21% in Q2 2026, buying an estimated $1.04M and bringing the position to 6,124 shares worth $6.19M. The position accounts for 0.38% of the portfolio, ranked #44.

RMR Wealth Builders first reported a position in GS in Q4 2019 and has held it in 16 quarters since. 1,037 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • RMR Wealth Builders held 6,124 shares of Goldman Sachs worth $6.19M as of Q2 2026.
  • RMR Wealth Builders bought 1,066 Goldman Sachs shares in Q2 2026, an estimated $1.04M.
  • Goldman Sachs made up 0.38% of RMR Wealth Builders's portfolio in Q2 2026, its #44 holding.
  • RMR Wealth Builders first reported a position in Goldman Sachs in Q4 2019 and has held it in 16 quarters since.
  • 1,037 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.