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Strait & Sound Wealth Management’s Goldman Sachs GS Stock Holding History

Strait & Sound 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 		$2.23M Sell
2,207
-117
-5% -$114K 0.78% 33
2026
Q1 		$1.97M Buy
2,324
+2
+0.1% +$1.78K 0.73% 35
2025
Q4 		$2.04M Buy
2,322
+61
+3% +$49.8K 0.76% 32
2025
Q3 		$1.8M Sell
2,261
-44
-2% -$32.6K 0.69% 33
2025
Q2 		$1.63M Sell
2,305
-59
-2% -$34.2K 0.69% 32
2025
Q1 		$1.29M Buy
2,364
+587
+33% +$353K 0.6% 35
2024
Q4 		$1.02M Buy
1,777
+57
+3% +$31.8K 0.47% 38
2024
Q3 		$852K Buy
1,720
+277
+19% +$135K 0.41% 42
2024
Q2 		$653K Buy
1,443
+429
+42% +$188K 0.33% 52
2024
Q1 		$403K Sell
1,014
-97
-9% -$37.6K 0.23% 75
2023
Q4 		$419K Sell
1,111
-56
-5% -$18.7K 0.26% 70
2023
Q3 		$378K Sell
1,167
-75
-6% -$25.1K 0.32% 69
2023
Q2 		$400K Sell
1,242
-38
-3% -$12.5K 0.4% 56
2023
Q1 		$419K Buy
1,280
+24
+2% +$8.35K 0.42% 59
2022
Q4 		$439K Buy
+1,256
New +$437K 0.48% 53

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Strait & Sound Wealth Management's GS Position: Q2 2026 in Review

Strait & Sound Wealth Management reduced its Goldman Sachs (GS) stake by 5% in Q2 2026, selling an estimated $114K and leaving 2,207 shares worth $2.23M. The position accounts for 0.78% of the portfolio, ranked #33.

Strait & Sound Wealth Management first reported a position in GS in Q4 2022 and has held it in 15 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Strait & Sound Wealth Management held 2,207 shares of Goldman Sachs worth $2.23M as of Q2 2026.
  • Strait & Sound Wealth Management sold 117 Goldman Sachs shares in Q2 2026, an estimated $114K.
  • Goldman Sachs made up 0.78% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Strait & Sound Wealth Management first reported a position in Goldman Sachs in Q4 2022 and has held it in 15 quarters since.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.