RWQ Financial Management Services’s Goldman Sachs GS Stock Holding History

RWQ Financial Management Services’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	$4.36M	Sell	4,840 -2,245	-32%	-$2.3M	2.43%	20
2026 Q2	$7.17M	Buy	+7,085	New	+$6.91M	3.46%	15
2025 Q4	–	Sell	-625	Closed	-$498K	–	23
2025 Q3	$498K	Sell	625 -1,990	-76%	-$1.47M	0.22%	21
2025 Q2	$1.85M	Buy	2,615 +2,115	+423%	+$1.23M	0.78%	19
2025 Q1	$273K	Buy	+500	New	+$301K	0.18%	21
2023 Q4	–	Sell	-7,825	Closed	-$2.53M	–	26
2023 Q3	$2.53M	Buy	+7,825	New	+$2.61M	2.75%	15
2022 Q4	–	Sell	-1,446	Closed	-$424K	–	27
2022 Q3	$424K	Sell	1,446 -5,616	-80%	-$1.82M	1.49%	19
2022 Q2	$2.1M	Sell	7,062 -7,759	-52%	-$2.42M	5.22%	9
2022 Q1	$4.89M	Buy	14,821 +2,126	+17%	+$751K	4.01%	9
2021 Q4	$4.86M	Buy	12,695 +1,845	+17%	+$730K	3.06%	12
2021 Q3	$4.1M	Buy	10,850 +4,575	+73%	+$1.79M	3.01%	12
2021 Q2	$2.38M	Buy	6,275 +5,375	+597%	+$1.92M	1.79%	14
2021 Q1	$294K	Buy	+900	New	+$280K	0.23%	26

Other funds holding GS

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

RWQ Financial Management Services's GS Position: Q3 2026 in Review

RWQ Financial Management Services reduced its Goldman Sachs (GS) stake by 32% in Q3 2026, selling an estimated $2.3M and leaving 4,840 shares worth $4.36M. The position accounts for 2.43% of the portfolio, ranked #20.

RWQ Financial Management Services first reported a position in GS in Q1 2021 and has held it in 13 quarters since. The position peaked at $7.17M in Q2 2026. 2,164 funds tracked by Wall St. Rank hold GS as of Q3 2026.

RWQ Financial Management Services held 4,840 shares of Goldman Sachs worth $4.36M as of Q3 2026.
RWQ Financial Management Services sold 2,245 Goldman Sachs shares in Q3 2026, an estimated $2.3M.
Goldman Sachs made up 2.43% of RWQ Financial Management Services's portfolio in Q3 2026, its #20 holding.
RWQ Financial Management Services first reported a position in Goldman Sachs in Q1 2021 and has held it in 13 quarters since.
RWQ Financial Management Services's Goldman Sachs position peaked at $7.17M in Q2 2026.
2,164 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on RWQ Financial Management Services's 13F filing for Q3 2026, filed 19 Oct 2026.