SIM
GS icon

Synergy Investment Management’s Goldman Sachs GS Stock Holding History

Synergy Investment Management’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 		$43.4K Buy
44
+34
+340% +$33.1K 0.01% 403
2026
Q1 		$8.46K Buy
+10
New +$8.92K ﹤0.01% 517
2025
Q2 		– Sell
-8
Closed -$4.37K – 283
2025
Q1 		$4.37K Hold
8
– – ﹤0.01% 471
2024
Q4 		$4.58K Buy
+8
New +$4.46K ﹤0.01% 476

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Synergy Investment Management's GS Position: Q2 2026 in Review

Synergy Investment Management increased its Goldman Sachs (GS) stake by 340% in Q2 2026, buying an estimated $33.1K and bringing the position to 44 shares worth $43.4K. The position accounts for 0.01% of the portfolio, ranked #403.

Synergy Investment Management first reported a position in GS in Q4 2024 and has held it in 4 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Synergy Investment Management held 44 shares of Goldman Sachs worth $43.4K as of Q2 2026.
  • Synergy Investment Management bought 34 Goldman Sachs shares in Q2 2026, an estimated $33.1K.
  • Goldman Sachs made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #403 holding.
  • Synergy Investment Management first reported a position in Goldman Sachs in Q4 2024 and has held it in 4 quarters since.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.