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Spire Wealth Management’s Goldman Sachs GS Stock Holding History

Spire 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
Q2 		$12.5M Sell
12,339
-283
-2% -$276K 0.38% 63
2026
Q1 		$10.7M Sell
12,622
-81
-0.6% -$72.3K 0.36% 61
2025
Q4 		$11.2M Buy
12,703
+232
+2% +$189K 0.37% 59
2025
Q3 		$9.93M Buy
12,471
+7,319
+142% +$5.42M 0.34% 66
2025
Q2 		$3.65M Sell
5,152
-3,106
-38% -$1.8M 0.13% 137
2025
Q1 		$4.51M Buy
8,258
+3,171
+62% +$1.91M 0.14% 137
2024
Q4 		$2.91M Buy
5,087
+179
+4% +$99.8K 0.09% 190
2024
Q3 		$2.43M Sell
4,908
-414
-8% -$202K 0.08% 200
2024
Q2 		$2.41M Sell
5,322
-249
-4% -$109K 0.08% 207
2024
Q1 		$2.33M Buy
5,571
+247
+5% +$95.9K 0.04% 227
2023
Q4 		$2.03M Sell
5,324
-65
-1% -$21.7K 0.07% 239
2023
Q3 		$1.74M Buy
5,389
+1,246
+30% +$416K 0.07% 240
2023
Q2 		$1.34M Sell
4,143
-755
-15% -$248K 0.05% 290
2023
Q1 		$1.6M Buy
4,898
+543
+12% +$189K 0.06% 257
2022
Q4 		$1.5M Buy
4,355
+85
+2% +$29.6K 0.08% 191
2022
Q3 		$1.25M Sell
4,270
-1,404
-25% -$455K 0.08% 179
2022
Q2 		$1.69M Sell
5,674
-720
-11% -$224K 0.07% 227
2022
Q1 		$2.1M Sell
6,394
-5,676
-47% -$2M 0.06% 265
2021
Q4 		$4.64M Buy
12,070
+3,369
+39% +$1.33M 0.1% 180
2021
Q3 		$3.29M Buy
8,701
+1,065
+14% +$416K 0.09% 213
2021
Q2 		$2.9M Sell
7,636
-3,491
-31% -$1.25M 0.08% 230
2021
Q1 		$3.62M Buy
+11,127
New +$3.46M 0.1% 191

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

Spire Wealth Management's GS Position: Q2 2026 in Review

Spire Wealth Management reduced its Goldman Sachs (GS) stake by 2.2% in Q2 2026, selling an estimated $276K and leaving 12,339 shares worth $12.5M. The position accounts for 0.38% of the portfolio, ranked #63.

Spire Wealth Management first reported a position in GS in Q1 2021 and has held it in 22 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Spire Wealth Management held 12,339 shares of Goldman Sachs worth $12.5M as of Q2 2026.
  • Spire Wealth Management sold 283 Goldman Sachs shares in Q2 2026, an estimated $276K.
  • Goldman Sachs made up 0.38% of Spire Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Spire Wealth Management first reported a position in Goldman Sachs in Q1 2021 and has held it in 22 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.