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Schwarz Dygos Wheeler Investment Advisors’s Goldman Sachs GS Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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 		$1.31M Hold
1,291
– – 0.25% 66
2026
Q1 		$1.09M Hold
1,291
– – 0.23% 63
2025
Q4 		$1.13M Hold
1,291
– – 0.23% 62
2025
Q3 		$1.03M Hold
1,291
– – 0.22% 72
2025
Q2 		$914K Buy
1,291
+2
+0.2% +$1.16K 0.21% 76
2025
Q1 		$704K Buy
1,289
+6
+0.5% +$3.61K 0.17% 88
2024
Q4 		$735K Buy
1,283
+326
+34% +$182K 0.18% 85
2024
Q3 		$474K Hold
957
– – 0.12% 105
2024
Q2 		$433K Hold
957
– – 0.12% 99
2024
Q1 		$400K Sell
957
-40
-4% -$15.5K 0.11% 108
2023
Q4 		$385K Buy
997
+25
+3% +$8.34K 0.12% 108
2023
Q3 		$315K Hold
972
– – 0.11% 110
2023
Q2 		$314K Hold
972
– – 0.1% 106
2023
Q1 		$318K Sell
972
-10
-1% -$3.48K 0.12% 103
2022
Q4 		$337K Hold
982
– – 0.13% 98
2022
Q3 		$288K Sell
982
-54
-5% -$17.5K 0.13% 94
2022
Q2 		$308K Buy
1,036
+17
+2% +$5.29K 0.12% 97
2022
Q1 		$336K Buy
1,019
+40
+4% +$14.1K 0.11% 102
2021
Q4 		$375K Buy
979
+66
+7% +$26.1K 0.13% 94
2021
Q3 		$345K Sell
913
-26
-3% -$10.2K 0.13% 96
2021
Q2 		$356K Sell
939
-344
-27% -$123K 0.13% 93
2021
Q1 		$420K Buy
1,283
+84
+7% +$26.2K 0.17% 82
2020
Q4 		$316K Buy
1,199
+125
+12% +$27.8K 0.15% 82
2020
Q3 		$216K Hold
1,074
– – 0.12% 90
2020
Q2 		$224K Buy
+1,074
New +$202K 0.15% 81

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's GS Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors held its Goldman Sachs (GS) position steady in Q2 2026 at 1,291 shares worth $1.31M. The position accounts for 0.25% of the portfolio, ranked #66.

Schwarz Dygos Wheeler Investment Advisors first reported a position in GS in Q2 2020 and has held it in 25 quarters since. 2,015 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 1,291 shares of Goldman Sachs worth $1.31M as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.25% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #66 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Goldman Sachs in Q2 2020 and has held it in 25 quarters since.
  • 2,015 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.