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Summit Wealth Group’s Goldman Sachs GS Stock Holding History

Summit Wealth 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 		$262K Hold
259
– – 0.05% 115
2026
Q1 		$219K Hold
259
– – 0.05% 120
2025
Q4 		$228K Buy
+259
New +$211K 0.05% 110
2023
Q2 		– Sell
-69,020
Closed – – 153
2023
Q1 		$0 Buy
+69,020
New +$24M ﹤0.01% 198
2021
Q3 		– Sell
-465
Closed -$176K – 124
2021
Q2 		$176K Buy
465
+250
+116% +$89.5K 0.26% 25
2021
Q1 		$70K Buy
+215
New +$66.9K 0.11% 35

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's GS Position: Q2 2026 in Review

Summit Wealth Group held its Goldman Sachs (GS) position steady in Q2 2026 at 259 shares worth $262K. The position accounts for 0.05% of the portfolio, ranked #115.

Summit Wealth Group first reported a position in GS in Q1 2021 and has held it in 6 quarters since. 3,175 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Summit Wealth Group held 259 shares of Goldman Sachs worth $262K as of Q2 2026.
  • Summit Wealth Group left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.05% of Summit Wealth Group's portfolio in Q2 2026, its #115 holding.
  • Summit Wealth Group first reported a position in Goldman Sachs in Q1 2021 and has held it in 6 quarters since.
  • 3,175 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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