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Strategic Wealth Investment Group’s Goldman Sachs GS Stock Holding History

Strategic Wealth Investment Group’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 		$15M Sell
14,800
-2,513
-15% -$2.45M 1.81% 18
2026
Q1 		$14.6M Sell
17,313
-85
-0.5% -$75.8K 1.86% 18
2025
Q4 		$15.3M Sell
17,398
-7,444
-30% -$6.07M 1.88% 18
2025
Q3 		$19.8M Buy
24,842
+23,297
+1,508% +$17.3M 1.67% 18
2025
Q2 		$1.09M Buy
1,545
+23
+2% +$13.3K 1.58% 23
2025
Q1 		$831K Sell
1,522
-19,614
-93% -$11.8M 1.45% 29
2024
Q4 		$12.1M Buy
21,136
+477
+2% +$266K 1.34% 23
2024
Q3 		$10.1M Buy
20,659
+3,221
+18% +$1.58M 1.09% 37
2024
Q2 		$8.09M Buy
+17,438
New +$7.65M 1.02% 30
2023
Q4 		$5.59M Buy
14,478
+2,236
+18% +$746K 0.84% 42
2023
Q3 		$3.96M Buy
12,242
+1,650
+16% +$551K 0.72% 45
2023
Q2 		$3.42M Buy
10,592
+1,858
+21% +$611K 0.54% 51
2023
Q1 		$2.86M Buy
8,734
+1,431
+20% +$498K 0.53% 50
2022
Q4 		$2.55M Buy
7,303
+664
+10% +$231K 0.59% 48
2022
Q3 		$1.95M Buy
6,639
+308
+5% +$99.8K 0.56% 44
2022
Q2 		$1.88M Sell
6,331
-117
-2% -$36.4K 0.47% 54
2022
Q1 		$2.13M Buy
6,448
+1,042
+19% +$368K 0.51% 44
2021
Q4 		$2.07M Buy
5,406
+619
+13% +$245K 0.54% 43
2021
Q3 		$1.84M Buy
4,787
+768
+19% +$300K 0.55% 40
2021
Q2 		$1.52M Buy
4,019
+947
+31% +$339K 0.54% 39
2021
Q1 		$1M Buy
3,072
+453
+17% +$141K 0.48% 42
2020
Q4 		$691K Buy
2,619
+336
+15% +$74.8K 0.4% 50
2020
Q3 		$459K Buy
2,283
+265
+13% +$53.9K 0.35% 58
2020
Q2 		$399K Buy
+2,018
New +$379K 0.39% 57
2020
Q1 		– Sell
-3,156
Closed -$726K – 51
2019
Q4 		$726K Buy
+3,156
New +$685K 0.75% 30

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

Strategic Wealth Investment Group's GS Position: Q2 2026 in Review

Strategic Wealth Investment Group reduced its Goldman Sachs (GS) stake by 15% in Q2 2026, selling an estimated $2.45M and leaving 14,800 shares worth $15M. The position accounts for 1.81% of the portfolio, ranked #18.

Strategic Wealth Investment Group first reported a position in GS in Q4 2019 and has held it in 25 quarters since. The position peaked at $19.8M in Q3 2025. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Strategic Wealth Investment Group held 14,800 shares of Goldman Sachs worth $15M as of Q2 2026.
  • Strategic Wealth Investment Group sold 2,513 Goldman Sachs shares in Q2 2026, an estimated $2.45M.
  • Goldman Sachs made up 1.81% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #18 holding.
  • Strategic Wealth Investment Group first reported a position in Goldman Sachs in Q4 2019 and has held it in 25 quarters since.
  • Strategic Wealth Investment Group's Goldman Sachs position peaked at $19.8M in Q3 2025.
  • 3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.