SAM
GS icon

Secure Asset Management’s Goldman Sachs GS Stock Holding History

Secure Asset 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 		$2.3M Sell
2,272
-386
-15% -$376K 0.32% 86
2026
Q1 		$2.25M Buy
2,658
+881
+50% +$786K 0.36% 75
2025
Q4 		$1.56M Sell
1,777
-20
-1% -$16.3K 0.24% 101
2025
Q3 		$1.41M Buy
1,797
+6
+0.3% +$4.45K 0.23% 107
2025
Q2 		$1.27M Buy
1,791
+520
+41% +$301K 0.23% 109
2025
Q1 		$694K Sell
1,271
-159
-11% -$95.7K 0.14% 148
2024
Q4 		$819K Buy
1,430
+876
+158% +$489K 0.12% 146
2024
Q3 		$274K Buy
554
+4
+0.7% +$1.96K 0.05% 258
2024
Q2 		$249K Sell
550
-35
-6% -$15.4K 0.05% 248
2024
Q1 		$244K Sell
585
-46
-7% -$17.9K 0.06% 205
2023
Q4 		$244K Sell
631
-47
-7% -$15.7K 0.07% 199
2023
Q3 		$219K Buy
+678
New +$227K 0.07% 196
2023
Q2 		– Sell
-646
Closed -$211K – 194
2023
Q1 		$211K Buy
646
+2
+0.3% +$696 0.07% 176
2022
Q4 		$221K Sell
644
-292
-31% -$102K 0.08% 181
2022
Q3 		$274K Buy
936
+31
+3% +$10K 0.15% 113
2022
Q2 		$269K Buy
905
+1
+0.1% +$311 0.15% 124
2022
Q1 		$299K Buy
904
+1
+0.1% +$353 0.13% 142
2021
Q4 		$346K Hold
903
– – 0.14% 125
2021
Q3 		$341K Buy
903
+1
+0.1% +$391 0.17% 105
2021
Q2 		$342K Buy
+902
New +$323K 0.17% 119

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Secure Asset Management's GS Position: Q2 2026 in Review

Secure Asset Management reduced its Goldman Sachs (GS) stake by 15% in Q2 2026, selling an estimated $376K and leaving 2,272 shares worth $2.3M. The position accounts for 0.32% of the portfolio, ranked #86.

Secure Asset Management first reported a position in GS in Q2 2021 and has held it in 20 quarters since. 1,122 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Secure Asset Management held 2,272 shares of Goldman Sachs worth $2.3M as of Q2 2026.
  • Secure Asset Management sold 386 Goldman Sachs shares in Q2 2026, an estimated $376K.
  • Goldman Sachs made up 0.32% of Secure Asset Management's portfolio in Q2 2026, its #86 holding.
  • Secure Asset Management first reported a position in Goldman Sachs in Q2 2021 and has held it in 20 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.