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Smallwood Wealth Investment Management’s Goldman Sachs GS Stock Holding History

Smallwood Wealth Investment 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 		$2.02K Sell
2
-3
-60% -$2.92K ﹤0.01% 407
2026
Q1 		$4.23K Hold
5
– – ﹤0.01% 373
2025
Q4 		$4.39K Buy
5
+3
+150% +$2.45K ﹤0.01% 363
2025
Q3 		$1.59K Hold
2
– – ﹤0.01% 404
2025
Q2 		$1.42K Buy
+2
New +$1.16K ﹤0.01% 430

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Smallwood Wealth Investment Management's GS Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Goldman Sachs (GS) stake by 60% in Q2 2026, selling an estimated $2.92K and leaving 2 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Smallwood Wealth Investment Management first reported a position in GS in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.39K in Q4 2025. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Smallwood Wealth Investment Management held 2 shares of Goldman Sachs worth $2.02K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 3 Goldman Sachs shares in Q2 2026, an estimated $2.92K.
  • Goldman Sachs made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #407 holding.
  • Smallwood Wealth Investment Management first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
  • Smallwood Wealth Investment Management's Goldman Sachs position peaked at $4.39K in Q4 2025.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.