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Semus Wealth Partners’s Goldman Sachs GS Stock Holding History

Semus 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
Q2 		$2.03M Sell
2,007
-77
-4% -$75.1K 0.98% 24
2026
Q1 		$1.76M Sell
2,084
-82
-4% -$73.2K 0.99% 26
2025
Q4 		$1.9M Buy
2,166
+18
+0.8% +$14.7K 1.03% 24
2025
Q3 		$1.71M Sell
2,148
-479
-18% -$355K 0.97% 26
2025
Q2 		$1.86M Sell
2,627
-45
-2% -$26.1K 1.21% 24
2025
Q1 		$1.46M Buy
2,672
+463
+21% +$279K 1.02% 25
2024
Q4 		$1.27M Buy
2,209
+24
+1% +$13.4K 0.84% 27
2024
Q3 		$1.08M Sell
2,185
-107
-5% -$52.3K 0.76% 27
2024
Q2 		$1.04M Buy
2,292
+125
+6% +$54.9K 0.8% 28
2024
Q1 		$905K Buy
2,167
+30
+1% +$11.6K 0.76% 29
2023
Q4 		$824K Buy
2,137
+40
+2% +$13.3K 0.68% 32
2023
Q3 		$678K Buy
2,097
+62
+3% +$20.7K 0.63% 35
2023
Q2 		$656K Buy
2,035
+219
+12% +$72K 0.6% 37
2023
Q1 		$594K Buy
1,816
+117
+7% +$40.7K 0.64% 35
2022
Q4 		$583K Buy
+1,699
New +$592K 0.71% 36

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

Semus Wealth Partners's GS Position: Q2 2026 in Review

Semus Wealth Partners reduced its Goldman Sachs (GS) stake by 3.7% in Q2 2026, selling an estimated $75.1K and leaving 2,007 shares worth $2.03M. The position accounts for 0.98% of the portfolio, ranked #24.

Semus Wealth Partners first reported a position in GS in Q4 2022 and has held it in 15 quarters since. 3,176 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Semus Wealth Partners held 2,007 shares of Goldman Sachs worth $2.03M as of Q2 2026.
  • Semus Wealth Partners sold 77 Goldman Sachs shares in Q2 2026, an estimated $75.1K.
  • Goldman Sachs made up 0.98% of Semus Wealth Partners's portfolio in Q2 2026, its #24 holding.
  • Semus Wealth Partners first reported a position in Goldman Sachs in Q4 2022 and has held it in 15 quarters since.
  • 3,176 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.