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Simplicity Wealth’s Goldman Sachs GS Stock Holding History

Simplicity Wealth’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 		$16.2M Buy
16,051
+13,867
+635% +$13.5M 0.55% 38
2026
Q1 		$1.85M Buy
2,184
+119
+6% +$106K 0.1% 190
2025
Q4 		$1.81M Buy
2,065
+120
+6% +$97.9K 0.11% 188
2025
Q3 		$1.55M Sell
1,945
-627
-24% -$465K 0.09% 219
2025
Q2 		$1.82M Buy
2,572
+120
+5% +$69.5K 0.08% 230
2025
Q1 		$1.34M Buy
2,452
+1,328
+118% +$799K 0.1% 203
2024
Q4 		$644K Buy
1,124
+125
+13% +$69.7K 0.13% 136
2024
Q3 		$494K Sell
999
-11,842
-92% -$5.79M 0.05% 293
2024
Q2 		$5.81M Buy
12,841
+538
+4% +$236K 0.13% 156
2024
Q1 		$5.14M Buy
+12,303
New +$4.77M 0.12% 165

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

Simplicity Wealth's GS Position: Q2 2026 in Review

Simplicity Wealth increased its Goldman Sachs (GS) stake by 635% in Q2 2026, buying an estimated $13.5M and bringing the position to 16,051 shares worth $16.2M. The position accounts for 0.55% of the portfolio, ranked #38.

Simplicity Wealth first reported a position in GS in Q1 2024 and has held it in 10 quarters since. 3,167 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Simplicity Wealth held 16,051 shares of Goldman Sachs worth $16.2M as of Q2 2026.
  • Simplicity Wealth bought 13,867 Goldman Sachs shares in Q2 2026, an estimated $13.5M.
  • Goldman Sachs made up 0.55% of Simplicity Wealth's portfolio in Q2 2026, its #38 holding.
  • Simplicity Wealth first reported a position in Goldman Sachs in Q1 2024 and has held it in 10 quarters since.
  • 3,167 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.