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Root Financial Partners’s Goldman Sachs GS Stock Holding History

Root Financial Partners’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 		$1.01M Buy
999
+91
+10% +$88.7K 0.04% 123
2026
Q1 		$768K Buy
908
+7
+0.8% +$6.25K 0.04% 119
2025
Q4 		$792K Buy
901
+156
+21% +$127K 0.04% 114
2025
Q3 		$593K Buy
745
+116
+18% +$86K 0.04% 129
2025
Q2 		$445K Buy
+629
New +$364K 0.04% 140
2025
Q1 		– Sell
-465
Closed -$266K – 217
2024
Q4 		$266K Buy
+465
New +$259K 0.03% 169

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Root Financial Partners's GS Position: Q2 2026 in Review

Root Financial Partners increased its Goldman Sachs (GS) stake by 10% in Q2 2026, buying an estimated $88.7K and bringing the position to 999 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #123.

Root Financial Partners first reported a position in GS in Q4 2024 and has held it in 6 quarters since. 3,175 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Root Financial Partners held 999 shares of Goldman Sachs worth $1.01M as of Q2 2026.
  • Root Financial Partners bought 91 Goldman Sachs shares in Q2 2026, an estimated $88.7K.
  • Goldman Sachs made up 0.04% of Root Financial Partners's portfolio in Q2 2026, its #123 holding.
  • Root Financial Partners first reported a position in Goldman Sachs in Q4 2024 and has held it in 6 quarters since.
  • 3,175 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.