SSWM
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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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return