SteelPeak Wealth’s Goldman Sachs GS Stock Holding History

SteelPeak 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
2020 Q4	–	Sell	-1,000	Closed	-$201K	–	341
2020 Q3	$201K	Buy	+1,000	New	+$203K	0.02%	255

Other funds holding GS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

SteelPeak Wealth's GS Position: Q2 2026 in Review

SteelPeak Wealth reduced its Goldman Sachs (GS) stake by 21% in Q2 2026, selling an estimated $3.28M and leaving 12,428 shares worth $12.6M. The position accounts for 0.33% of the portfolio, ranked #68.

SteelPeak Wealth first reported a position in GS in Q4 2019 and has held it in 27 quarters since. The position peaked at $15.3M in Q2 2023. 617 funds tracked by Wall St. Rank hold GS as of Q2 2026.

SteelPeak Wealth held 12,428 shares of Goldman Sachs worth $12.6M as of Q2 2026.
SteelPeak Wealth sold 3,369 Goldman Sachs shares in Q2 2026, an estimated $3.28M.
Goldman Sachs made up 0.33% of SteelPeak Wealth's portfolio in Q2 2026, its #68 holding.
SteelPeak Wealth first reported a position in Goldman Sachs in Q4 2019 and has held it in 27 quarters since.
SteelPeak Wealth's Goldman Sachs position peaked at $15.3M in Q2 2023.
617 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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