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Sculati Wealth Management’s Goldman Sachs GS Stock Holding History

Sculati 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
Q2 		$7.43M Sell
6,974
-99
-1% -$96.5K 2.48% 10
2026
Q1 		$5.98M Sell
7,073
-203
-3% -$181K 2.21% 12
2025
Q4 		$6.4M Sell
7,276
-121
-2% -$98.7K 2.25% 12
2025
Q3 		$5.89M Sell
7,397
-190
-3% -$141K 2.08% 11
2025
Q2 		$5.37M Sell
7,587
-223
-3% -$129K 2.02% 13
2025
Q1 		$4.27M Sell
7,810
-198
-2% -$119K 1.73% 12
2024
Q4 		$4.59M Sell
8,008
-105
-1% -$58.6K 1.81% 14
2024
Q3 		$4.02M Sell
8,113
-30
-0.4% -$14.7K 1.6% 15
2024
Q2 		$3.68M Sell
8,143
-25
-0.3% -$11K 1.57% 17
2024
Q1 		$3.41M Sell
8,168
-21
-0.3% -$8.15K 1.47% 18
2023
Q4 		$3.16M Buy
8,189
+103
+1% +$34.4K 1.47% 17
2023
Q3 		$2.62M Buy
8,086
+78
+1% +$26.1K 1.34% 21
2023
Q2 		$2.58M Buy
8,008
+250
+3% +$82.2K 1.3% 23
2023
Q1 		$2.54M Buy
7,758
+201
+3% +$70K 1.35% 20
2022
Q4 		$2.6M Sell
7,557
-263
-3% -$91.6K 1.46% 18
2022
Q3 		$2.29M Buy
7,820
+155
+2% +$50.2K 1.35% 20
2022
Q2 		$2.28M Buy
7,665
+102
+1% +$31.8K 1.3% 20
2022
Q1 		$2.5M Buy
7,563
+113
+2% +$39.9K 1.22% 22
2021
Q4 		$2.85M Buy
7,450
+83
+1% +$32.9K 1.38% 22
2021
Q3 		$2.79M Sell
7,367
-10
-0.1% -$3.9K 1.48% 20
2021
Q2 		$2.8M Buy
7,377
+50
+0.7% +$17.9K 1.48% 18
2021
Q1 		$2.4M Buy
7,327
+2
+0% +$623 1.38% 21
2020
Q4 		$1.93M Buy
7,325
+76
+1% +$16.9K 1.27% 28
2020
Q3 		$1.46M Buy
7,249
+228
+3% +$46.4K 1.09% 31
2020
Q2 		$1.39M Buy
7,021
+139
+2% +$26.1K 1.17% 32
2020
Q1 		$1.06M Buy
6,882
+483
+8% +$103K 1.17% 30
2019
Q4 		$1.47M Buy
+6,399
New +$1.39M 1.32% 26

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

Sculati Wealth Management's GS Position: Q2 2026 in Review

Sculati Wealth Management reduced its Goldman Sachs (GS) stake by 1.4% in Q2 2026, selling an estimated $96.5K and leaving 6,974 shares worth $7.43M. The position accounts for 2.48% of the portfolio, ranked #10.

Sculati Wealth Management first reported a position in GS in Q4 2019 and has held it in 27 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Sculati Wealth Management held 6,974 shares of Goldman Sachs worth $7.43M as of Q2 2026.
  • Sculati Wealth Management sold 99 Goldman Sachs shares in Q2 2026, an estimated $96.5K.
  • Goldman Sachs made up 2.48% of Sculati Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Sculati Wealth Management first reported a position in Goldman Sachs in Q4 2019 and has held it in 27 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.