Sheets Smith Wealth Management’s Goldman Sachs GS Stock Holding History

Sheets Smith 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	$614K	Sell	607 -3	-0.5%	-$2.92K	0.06%	274
2026 Q1	$516K	Buy	610 +231	+61%	+$206K	0.06%	283
2025 Q4	$333K	Buy	379 +18	+5%	+$14.7K	0.04%	332
2025 Q3	$287K	Hold	361	–	–	0.03%	353
2025 Q2	$255K	Buy	+361	New	+$209K	0.03%	362
2025 Q1	–	Sell	-421	Closed	-$241K	–	372
2024 Q4	$241K	Hold	421	–	–	0.03%	343
2024 Q3	$208K	Buy	+421	New	+$206K	0.03%	357
2017 Q2	–	Sell	-2,588	Closed	-$595K	–	300
2017 Q1	$595K	Buy	2,588 +621	+32%	+$150K	0.16%	165
2016 Q4	$471K	Buy	+1,967	New	+$399K	0.13%	191
2016 Q1	–	Sell	-2,250	Closed	-$406K	–	245
2015 Q4	$406K	Hold	2,250	–	–	0.12%	162
2015 Q3	$391K	Hold	2,250	–	–	0.13%	146
2015 Q2	$470K	Buy	+2,250	New	+$458K	0.13%	169

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sheets Smith Wealth Management's GS Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Goldman Sachs (GS) stake by 0.49% in Q2 2026, selling an estimated $2.92K and leaving 607 shares worth $614K. The position accounts for 0.06% of the portfolio, ranked #274.

Sheets Smith Wealth Management first reported a position in GS in Q2 2015 and has held it in 12 quarters since. 3,164 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Sheets Smith Wealth Management held 607 shares of Goldman Sachs worth $614K as of Q2 2026.
Sheets Smith Wealth Management sold 3 Goldman Sachs shares in Q2 2026, an estimated $2.92K.
Goldman Sachs made up 0.06% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #274 holding.
Sheets Smith Wealth Management first reported a position in Goldman Sachs in Q2 2015 and has held it in 12 quarters since.
3,164 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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