Summit Wealth Partners’s Goldman Sachs GS Stock Holding History

Summit 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	$540K	Hold	534	–	–	0.08%	170
2026 Q1	$452K	Buy	+534	New	+$476K	0.07%	175

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Summit Wealth Partners's GS Position: Q2 2026 in Review

Summit Wealth Partners held its Goldman Sachs (GS) position steady in Q2 2026 at 534 shares worth $540K. The position accounts for 0.08% of the portfolio, ranked #170.

Summit Wealth Partners first reported a position in GS in Q1 2026 and has held it in 2 quarters since. 3,164 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Summit Wealth Partners held 534 shares of Goldman Sachs worth $540K as of Q2 2026.
Summit Wealth Partners left its Goldman Sachs share count unchanged in Q2 2026.
Goldman Sachs made up 0.08% of Summit Wealth Partners's portfolio in Q2 2026, its #170 holding.
Summit Wealth Partners first reported a position in Goldman Sachs in Q1 2026 and has held it in 2 quarters since.
3,164 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.