Shepherd Wealth Management
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Shepherd Wealth Management’s Goldman Sachs GS Stock Holding History

Shepherd 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
Q3 		$4.16M Buy
+4,620
New +$4.73M 2.63% 16
2026
Q1 		– Sell
-5,014
Closed -$4.82M – 57
2025
Q4 		$4.82M Buy
5,014
+1,124
+29% +$917K 3.35% 10
2025
Q3 		$3.08M Buy
+3,890
New +$2.88M 2.05% 16

Other funds holding GS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Shepherd Wealth Management's GS Position: Q3 2026 in Review

Shepherd Wealth Management opened a new position in Goldman Sachs (GS) in Q3 2026: 4,620 shares worth $4.16M. The stake represents 2.63% of the portfolio and ranks #16 among its holdings. This is a return to the name: Shepherd Wealth Management previously reported a position in GS as recently as Q4 2025.

Shepherd Wealth Management first reported a position in GS in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.82M in Q4 2025. 2,750 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Shepherd Wealth Management held 4,620 shares of Goldman Sachs worth $4.16M as of Q3 2026.
  • Goldman Sachs was a new Shepherd Wealth Management position in Q3 2026.
  • Goldman Sachs made up 2.63% of Shepherd Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Shepherd Wealth Management first reported a position in Goldman Sachs in Q3 2025 and has held it in 3 quarters since.
  • Shepherd Wealth Management's Goldman Sachs position peaked at $4.82M in Q4 2025.
  • 2,750 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Shepherd Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.