RSWM
GM icon

Robertson Stephens Wealth Management’s General Motors GM Stock Holding History

Robertson Stephens Wealth Management’s Portfolio GM Stock Details GM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,304
Closed -$246K – 655
2026
Q1 		$246K Buy
3,304
+50
+2% +$3.98K 0.01% 550
2025
Q4 		$265K Buy
+3,254
New +$229K 0.01% 541
2022
Q2 		– Sell
-7,400
Closed -$323K – 394
2022
Q1 		$323K Buy
7,400
+3,156
+74% +$158K 0.03% 302
2021
Q4 		$248K Buy
+4,244
New +$248K 0.02% 349

Other funds holding GM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Robertson Stephens Wealth Management's GM Position: Q2 2026 in Review

Robertson Stephens Wealth Management sold out of General Motors (GM) in Q2 2026, closing a stake of 3,304 shares — an estimated $246K sold.

Robertson Stephens Wealth Management first reported a position in GM in Q4 2021 and held it in 4 quarters. The position peaked at $323K in Q1 2022. 1,572 funds tracked by Wall St. Rank hold GM as of Q2 2026.

  • Robertson Stephens Wealth Management reported no remaining General Motors position as of Q2 2026 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 3,304 General Motors shares in Q2 2026, an estimated $246K.
  • Robertson Stephens Wealth Management first reported a position in General Motors in Q4 2021 and held it in 4 quarters.
  • Robertson Stephens Wealth Management's General Motors position peaked at $323K in Q1 2022.
  • 1,572 funds tracked by Wall St. Rank held General Motors as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.