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SlateStone Wealth’s Goldman Sachs GS Stock Holding History

SlateStone 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 		$9.85M Sell
9,742
-423
-4% -$412K 0.75% 40
2026
Q1 		$8.6M Buy
10,165
+384
+4% +$343K 0.71% 43
2025
Q4 		$8.6M Buy
9,781
+842
+9% +$687K 0.72% 44
2025
Q3 		$7.12M Buy
8,939
+167
+2% +$124K 0.62% 50
2025
Q2 		$6.21M Buy
8,772
+323
+4% +$187K 0.58% 55
2025
Q1 		$4.62M Buy
8,449
+318
+4% +$191K 0.46% 66
2024
Q4 		$4.66M Buy
8,131
+454
+6% +$253K 0.46% 61
2024
Q3 		$3.8M Buy
7,677
+465
+6% +$227K 0.34% 76
2024
Q2 		$3.26M Buy
7,212
+357
+5% +$157K 0.35% 69
2024
Q1 		$2.86M Buy
6,855
+266
+4% +$103K 0.29% 81
2023
Q4 		$2.54M Buy
6,589
+275
+4% +$91.8K 0.33% 76
2023
Q3 		$2.04M Buy
6,314
+508
+9% +$170K 0.3% 78
2023
Q2 		$1.87M Buy
5,806
+318
+6% +$105K 0.35% 61
2023
Q1 		$1.79M Buy
5,488
+746
+16% +$260K 0.37% 59
2022
Q4 		$1.63M Buy
4,742
+733
+18% +$255K 0.39% 58
2022
Q3 		$1.18M Buy
4,009
+625
+18% +$202K 0.31% 70
2022
Q2 		$1M Buy
3,384
+1,074
+46% +$334K 0.26% 74
2022
Q1 		$763K Buy
+2,310
New +$816K 0.17% 92
2021
Q1 		– Sell
-3,223
Closed -$850K – 171
2020
Q4 		$850K Buy
3,223
+601
+23% +$134K 0.21% 92
2020
Q3 		$527K Buy
+2,622
New +$533K 0.11% 128

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SlateStone Wealth's GS Position: Q2 2026 in Review

SlateStone Wealth reduced its Goldman Sachs (GS) stake by 4.2% in Q2 2026, selling an estimated $412K and leaving 9,742 shares worth $9.85M. The position accounts for 0.75% of the portfolio, ranked #40.

SlateStone Wealth first reported a position in GS in Q3 2020 and has held it in 20 quarters since. 1,340 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • SlateStone Wealth held 9,742 shares of Goldman Sachs worth $9.85M as of Q2 2026.
  • SlateStone Wealth sold 423 Goldman Sachs shares in Q2 2026, an estimated $412K.
  • Goldman Sachs made up 0.75% of SlateStone Wealth's portfolio in Q2 2026, its #40 holding.
  • SlateStone Wealth first reported a position in Goldman Sachs in Q3 2020 and has held it in 20 quarters since.
  • 1,340 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.