Steph & Co’s Goldman Sachs GS Stock Holding History

Steph & Co’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	$25.3K	Sell	25 -7	-22%	-$6.83K	0.01%	217
2026 Q1	$27.1K	Buy	+32	New	+$28.5K	0.01%	231
2024 Q4	–	Sell	-17	Closed	-$8.42K	–	289
2024 Q3	$8.42K	Buy	+17	New	+$8.31K	﹤0.01%	270
2023 Q4	–	Sell	-12	Closed	-$3.88K	–	265
2023 Q3	$3.88K	Buy	+12	New	+$4.01K	﹤0.01%	283

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

Steph & Co's GS Position: Q2 2026 in Review

Steph & Co reduced its Goldman Sachs (GS) stake by 22% in Q2 2026, selling an estimated $6.83K and leaving 25 shares worth $25.3K. The position accounts for 0.01% of the portfolio, ranked #217.

Steph & Co first reported a position in GS in Q3 2023 and has held it in 4 quarters since. The position peaked at $27.1K in Q1 2026. 549 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Steph & Co held 25 shares of Goldman Sachs worth $25.3K as of Q2 2026.
Steph & Co sold 7 Goldman Sachs shares in Q2 2026, an estimated $6.83K.
Goldman Sachs made up 0.01% of Steph & Co's portfolio in Q2 2026, its #217 holding.
Steph & Co first reported a position in Goldman Sachs in Q3 2023 and has held it in 4 quarters since.
Steph & Co's Goldman Sachs position peaked at $27.1K in Q1 2026.
549 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.