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Shelton Wealth Management’s Goldman Sachs GS Stock Holding History

Shelton 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 		$1.23M Sell
1,212
-83
-6% -$80.9K 0.48% 74
2026
Q1 		$1.1M Sell
1,295
-304
-19% -$271K 0.48% 71
2025
Q4 		$1.41M Buy
1,599
+81
+5% +$66.1K 0.6% 54
2025
Q3 		$1.21M Sell
1,518
-113
-7% -$83.7K 0.55% 62
2025
Q2 		$1.15M Buy
1,631
+137
+9% +$79.4K 0.56% 66
2025
Q1 		$816K Sell
1,494
-78
-5% -$46.9K 0.44% 80
2024
Q4 		$900K Sell
1,572
-14
-0.9% -$7.81K 0.47% 76
2024
Q3 		$785K Buy
1,586
+13
+0.8% +$6.36K 0.43% 79
2024
Q2 		$711K Buy
1,573
+286
+22% +$125K 0.4% 79
2024
Q1 		$538K Buy
+1,287
New +$499K 0.34% 75

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

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

Shelton Wealth Management reduced its Goldman Sachs (GS) stake by 6.4% in Q2 2026, selling an estimated $80.9K and leaving 1,212 shares worth $1.23M. The position accounts for 0.48% of the portfolio, ranked #74.

Shelton Wealth Management first reported a position in GS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.41M in Q4 2025. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Shelton Wealth Management held 1,212 shares of Goldman Sachs worth $1.23M as of Q2 2026.
  • Shelton Wealth Management sold 83 Goldman Sachs shares in Q2 2026, an estimated $80.9K.
  • Goldman Sachs made up 0.48% of Shelton Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Shelton Wealth Management first reported a position in Goldman Sachs in Q1 2024 and has held it in 10 quarters since.
  • Shelton Wealth Management's Goldman Sachs position peaked at $1.41M in Q4 2025.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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