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Strategic Wealth Partners’s Goldman Sachs GS Stock Holding History

Strategic Wealth Partners’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 		$14.7M Buy
14,546
+411
+3% +$401K 0.91% 38
2026
Q1 		$11.9M Buy
14,135
+1,658
+13% +$1.48M 0.83% 38
2025
Q4 		$11M Buy
12,477
+723
+6% +$590K 0.75% 42
2025
Q3 		$9.35M Sell
11,754
-5,767
-33% -$4.27M 0.7% 48
2025
Q2 		$12.4M Buy
+17,521
New +$10.2M 0.98% 23
2024
Q4 		$16.5M Buy
25,410
+4,589
+22% +$2.56M 1.37% 12
2024
Q3 		$10.3M Buy
20,821
+886
+4% +$433K 0.99% 24
2024
Q2 		$9.02M Sell
19,935
-2,392
-11% -$1.05M 0.94% 24
2024
Q1 		$9.33M Buy
22,327
+2,054
+10% +$797K 1.02% 20
2023
Q4 		$7.82M Buy
+20,273
New +$6.77M 0.96% 22
2019
Q1 		– Sell
-15
Closed -$3K – 785
2018
Q4 		$3K Buy
+15
New +$3.03K ﹤0.01% 613

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 Partners's GS Position: Q2 2026 in Review

Strategic Wealth Partners increased its Goldman Sachs (GS) stake by 2.9% in Q2 2026, buying an estimated $401K and bringing the position to 14,546 shares worth $14.7M. The position accounts for 0.91% of the portfolio, ranked #38.

Strategic Wealth Partners first reported a position in GS in Q4 2018 and has held it in 11 quarters since. The position peaked at $16.5M in Q4 2024. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Strategic Wealth Partners held 14,546 shares of Goldman Sachs worth $14.7M as of Q2 2026.
  • Strategic Wealth Partners bought 411 Goldman Sachs shares in Q2 2026, an estimated $401K.
  • Goldman Sachs made up 0.91% of Strategic Wealth Partners's portfolio in Q2 2026, its #38 holding.
  • Strategic Wealth Partners first reported a position in Goldman Sachs in Q4 2018 and has held it in 11 quarters since.
  • Strategic Wealth Partners's Goldman Sachs position peaked at $16.5M in Q4 2024.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.