Sagespring Wealth Partners’s Goldman Sachs GS Stock Holding History

Sagespring Wealth 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 Q3	$9.7M	Buy	10,747 +243	+2%	+$249K	0.14%	83
2026 Q2	$10.6M	Buy	10,504 +62	+0.6%	+$60.4K	0.16%	74
2026 Q1	$8.83M	Buy	10,442 +352	+3%	+$314K	0.16%	78
2025 Q4	$8.87M	Buy	10,090 +176	+2%	+$144K	0.16%	76
2025 Q3	$7.9M	Buy	9,914 +457	+5%	+$339K	0.15%	75
2025 Q2	$6.69M	Buy	9,457 +647	+7%	+$375K	0.14%	84
2025 Q1	$4.81M	Buy	8,810 +274	+3%	+$165K	0.12%	90
2024 Q4	$4.89M	Buy	+8,536	New	+$4.76M	0.13%	82

Other funds holding GS

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

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sagespring Wealth Partners's GS Position: Q3 2026 in Review

Sagespring Wealth Partners increased its Goldman Sachs (GS) stake by 2.3% in Q3 2026, buying an estimated $249K and bringing the position to 10,747 shares worth $9.7M. The position accounts for 0.14% of the portfolio, ranked #83.

Sagespring Wealth Partners first reported a position in GS in Q4 2024 and has held it in 8 quarters since. The position peaked at $10.6M in Q2 2026. 1,869 funds tracked by Wall St. Rank hold GS as of Q3 2026.

Sagespring Wealth Partners held 10,747 shares of Goldman Sachs worth $9.7M as of Q3 2026.
Sagespring Wealth Partners bought 243 Goldman Sachs shares in Q3 2026, an estimated $249K.
Goldman Sachs made up 0.14% of Sagespring Wealth Partners's portfolio in Q3 2026, its #83 holding.
Sagespring Wealth Partners first reported a position in Goldman Sachs in Q4 2024 and has held it in 8 quarters since.
Sagespring Wealth Partners's Goldman Sachs position peaked at $10.6M in Q2 2026.
1,869 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.