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SMART Wealth’s Goldman Sachs GS Stock Holding History

SMART 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 		$220K Sell
218
-81
-27% -$79K 0.05% 211
2026
Q1 		$253K Sell
299
-540
-64% -$482K 0.07% 186
2025
Q4 		$738K Sell
839
-521
-38% -$425K 0.22% 94
2025
Q3 		$1.08M Buy
+1,360
New +$1.01M 0.41% 71
2025
Q2 		– Sell
-1,482
Closed -$810K – 177
2025
Q1 		$810K Buy
+1,482
New +$892K 0.29% 84

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

SMART Wealth's GS Position: Q2 2026 in Review

SMART Wealth reduced its Goldman Sachs (GS) stake by 27% in Q2 2026, selling an estimated $79K and leaving 218 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #211.

SMART Wealth first reported a position in GS in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.08M in Q3 2025. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • SMART Wealth held 218 shares of Goldman Sachs worth $220K as of Q2 2026.
  • SMART Wealth sold 81 Goldman Sachs shares in Q2 2026, an estimated $79K.
  • Goldman Sachs made up 0.05% of SMART Wealth's portfolio in Q2 2026, its #211 holding.
  • SMART Wealth first reported a position in Goldman Sachs in Q1 2025 and has held it in 5 quarters since.
  • SMART Wealth's Goldman Sachs position peaked at $1.08M in Q3 2025.
  • 3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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