Successful Portfolios’s Goldman Sachs GS Stock Holding History

Successful Portfolios’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	$360K	Sell	341 -2	-0.6%	-$1.95K	0.17%	119
2026 Q1	$280K	Sell	343 -210	-38%	-$187K	0.15%	139
2025 Q4	$519K	Buy	553 +197	+55%	+$161K	0.26%	80
2025 Q3	$284K	Sell	356 -85	-19%	-$63K	0.17%	127
2025 Q2	$312K	Sell	441 -2	-0.5%	-$1.16K	0.19%	107
2025 Q1	$242K	Hold	443	–	–	0.16%	129
2024 Q4	$254K	Hold	443	–	–	0.17%	123
2024 Q3	$219K	Sell	443 -10	-2%	-$4.89K	0.15%	142
2024 Q2	$205K	Sell	453 -71	-14%	-$31.2K	0.14%	147
2024 Q1	$219K	Sell	524 -3	-0.6%	-$1.16K	0.15%	144
2023 Q4	$203K	Buy	+527	New	+$176K	0.15%	154

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

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

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Successful Portfolios's GS Position: Q2 2026 in Review

Successful Portfolios reduced its Goldman Sachs (GS) stake by 0.58% in Q2 2026, selling an estimated $1.95K and leaving 341 shares worth $360K. The position accounts for 0.17% of the portfolio, ranked #119.

Successful Portfolios first reported a position in GS in Q4 2023 and has held it in 11 quarters since. The position peaked at $519K in Q4 2025. 500 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Successful Portfolios held 341 shares of Goldman Sachs worth $360K as of Q2 2026.
Successful Portfolios sold 2 Goldman Sachs shares in Q2 2026, an estimated $1.95K.
Goldman Sachs made up 0.17% of Successful Portfolios's portfolio in Q2 2026, its #119 holding.
Successful Portfolios first reported a position in Goldman Sachs in Q4 2023 and has held it in 11 quarters since.
Successful Portfolios's Goldman Sachs position peaked at $519K in Q4 2025.
500 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.