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Sendero Wealth Management’s Goldman Sachs GS Stock Holding History

Sendero 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 		$320K Buy
+316
New +$308K 0.03% 183
2024
Q3 		– Sell
-1,350
Closed -$611K – 160
2024
Q2 		$611K Sell
1,350
-1,639
-55% -$719K 0.1% 108
2024
Q1 		$1.25M Sell
2,989
-1,212
-29% -$470K 0.21% 69
2023
Q4 		$1.62M Buy
4,201
+98
+2% +$32.7K 0.31% 62
2023
Q3 		$1.33M Buy
4,103
+252
+7% +$84.2K 0.28% 63
2023
Q2 		$1.24M Buy
3,851
+351
+10% +$115K 0.27% 69
2023
Q1 		$1.14M Buy
3,500
+461
+15% +$160K 0.35% 59
2022
Q4 		$1.04M Buy
3,039
+460
+18% +$160K 0.37% 53
2022
Q3 		$756K Buy
2,579
+911
+55% +$295K 0.31% 51
2022
Q2 		$495K Buy
1,668
+708
+74% +$220K 0.47% 50
2022
Q1 		$317K Sell
960
-350
-27% -$124K 0.15% 73
2021
Q4 		$501K Buy
+1,310
New +$519K 0.22% 55

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Sendero Wealth Management opened a new position in Goldman Sachs (GS) in Q2 2026: 316 shares worth $320K. The stake represents 0.03% of the portfolio and ranks #183 among its holdings. This is a return to the name: Sendero Wealth Management previously reported a position in GS as recently as Q2 2024.

Sendero Wealth Management first reported a position in GS in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.62M in Q4 2023. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Sendero Wealth Management held 316 shares of Goldman Sachs worth $320K as of Q2 2026.
  • Goldman Sachs was a new Sendero Wealth Management position in Q2 2026.
  • Goldman Sachs made up 0.03% of Sendero Wealth Management's portfolio in Q2 2026, its #183 holding.
  • Sendero Wealth Management first reported a position in Goldman Sachs in Q4 2021 and has held it in 12 quarters since.
  • Sendero Wealth Management's Goldman Sachs position peaked at $1.62M in Q4 2023.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.