Robertson Stephens Wealth Management
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Robertson Stephens Wealth Management’s Goldman Sachs GS Stock Holding History

Robertson Stephens 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
Q3 		$1.43M Buy
1,592
+491
+45% +$502K 0.03% 254
2026
Q2 		$1.11M Buy
1,101
+131
+14% +$128K 0.03% 298
2026
Q1 		$821K Sell
970
-101
-9% -$90.1K 0.02% 325
2025
Q4 		$941K Buy
1,071
+164
+18% +$134K 0.02% 319
2025
Q3 		$722K Sell
907
-115
-11% -$85.2K 0.02% 292
2025
Q2 		$723K Sell
1,022
-5
-0.5% -$2.9K 0.02% 310
2025
Q1 		$561K Buy
1,027
+13
+1% +$7.82K 0.02% 352
2024
Q4 		$581K Buy
1,014
+36
+4% +$20.1K 0.02% 337
2024
Q3 		$484K Sell
978
-357
-27% -$175K 0.02% 420
2024
Q2 		$604K Sell
1,335
-1,147
-46% -$503K 0.03% 302
2024
Q1 		$1.04M Buy
2,482
+2
+0.1% +$776 0.06% 229
2023
Q4 		$957K Sell
2,480
-302
-11% -$101K 0.06% 229
2023
Q3 		$900K Buy
2,782
+1,218
+78% +$407K 0.06% 220
2023
Q2 		$505K Sell
1,564
-2,080
-57% -$684K 0.04% 277
2023
Q1 		$1.19M Sell
3,644
-57
-2% -$19.8K 0.09% 181
2022
Q4 		$1.27M Sell
3,701
-334
-8% -$116K 0.12% 155
2022
Q3 		$1.18M Sell
4,035
-1,553
-28% -$503K 0.12% 135
2022
Q2 		$1.66M Sell
5,588
-382
-6% -$119K 0.16% 116
2022
Q1 		$1.97M Buy
5,970
+309
+5% +$109K 0.17% 112
2021
Q4 		$2.16M Buy
5,661
+4,194
+286% +$1.66M 0.18% 105
2021
Q3 		$554K Sell
1,467
-231
-14% -$90.2K 0.06% 194
2021
Q2 		$644K Buy
1,698
+589
+53% +$211K 0.08% 178
2021
Q1 		$362K Buy
+1,109
New +$345K 0.06% 210

Other funds holding GS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Robertson Stephens Wealth Management's GS Position: Q3 2026 in Review

Robertson Stephens Wealth Management increased its Goldman Sachs (GS) stake by 45% in Q3 2026, buying an estimated $502K and bringing the position to 1,592 shares worth $1.43M. The position accounts for 0.03% of the portfolio, ranked #254.

Robertson Stephens Wealth Management first reported a position in GS in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.16M in Q4 2021. 1,848 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Robertson Stephens Wealth Management held 1,592 shares of Goldman Sachs worth $1.43M as of Q3 2026.
  • Robertson Stephens Wealth Management bought 491 Goldman Sachs shares in Q3 2026, an estimated $502K.
  • Goldman Sachs made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #254 holding.
  • Robertson Stephens Wealth Management first reported a position in Goldman Sachs in Q1 2021 and has held it in 23 quarters since.
  • Robertson Stephens Wealth Management's Goldman Sachs position peaked at $2.16M in Q4 2021.
  • 1,848 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.