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Summit Wealth Group (Colorado)’s Goldman Sachs GS Stock Holding History

Summit Wealth Group (Colorado)’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 		$792K Buy
783
+108
+16% +$105K 0.07% 155
2026
Q1 		$571K Buy
675
+235
+53% +$210K 0.06% 162
2025
Q4 		$387K Buy
+440
New +$359K 0.05% 178
2025
Q3 		– Sell
-324
Closed -$229K – 550
2025
Q2 		$229K Buy
+324
New +$188K 0.06% 215

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

Summit Wealth Group (Colorado)'s GS Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Goldman Sachs (GS) stake by 16% in Q2 2026, buying an estimated $105K and bringing the position to 783 shares worth $792K. The position accounts for 0.07% of the portfolio, ranked #155.

Summit Wealth Group (Colorado) first reported a position in GS in Q2 2025 and has held it in 4 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Summit Wealth Group (Colorado) held 783 shares of Goldman Sachs worth $792K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 108 Goldman Sachs shares in Q2 2026, an estimated $105K.
  • Goldman Sachs made up 0.07% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #155 holding.
  • Summit Wealth Group (Colorado) first reported a position in Goldman Sachs in Q2 2025 and has held it in 4 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.