Tanager Wealth Management
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Tanager Wealth Management’s Goldman Sachs GS Stock Holding History

Tanager Wealth 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
Q3 		$547K Sell
607
-258
-30% -$264K 0.05% 90
2026
Q2 		$875K Buy
865
+76
+10% +$74.1K 0.08% 66
2026
Q1 		$667K Buy
789
+62
+9% +$55.3K 0.06% 68
2025
Q4 		$639K Buy
727
+74
+11% +$60.4K 0.06% 67
2025
Q3 		$520K Buy
653
+68
+12% +$50.4K 0.05% 74
2025
Q2 		$414K Sell
585
-13
-2% -$7.53K 0.05% 82
2025
Q1 		$327K Buy
598
+22
+4% +$13.2K 0.04% 89
2024
Q4 		$330K Buy
576
+7
+1% +$3.9K 0.04% 82
2024
Q3 		$282K Buy
569
+20
+4% +$9.8K 0.04% 87
2024
Q2 		$248K Hold
549
– – 0.04% 82
2024
Q1 		$229K Hold
549
– – 0.04% 81
2023
Q4 		$212K Buy
+549
New +$183K 0.04% 78
2023
Q1 		– Sell
-914
Closed -$314K – 77
2022
Q4 		$314K Buy
+914
New +$318K 0.08% 56

Other funds holding GS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Tanager Wealth Management's GS Position: Q3 2026 in Review

Tanager Wealth Management reduced its Goldman Sachs (GS) stake by 30% in Q3 2026, selling an estimated $264K and leaving 607 shares worth $547K. The position accounts for 0.05% of the portfolio, ranked #90.

Tanager Wealth Management first reported a position in GS in Q4 2022 and has held it in 13 quarters since. The position peaked at $875K in Q2 2026. 1,870 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Tanager Wealth Management held 607 shares of Goldman Sachs worth $547K as of Q3 2026.
  • Tanager Wealth Management sold 258 Goldman Sachs shares in Q3 2026, an estimated $264K.
  • Goldman Sachs made up 0.05% of Tanager Wealth Management's portfolio in Q3 2026, its #90 holding.
  • Tanager Wealth Management first reported a position in Goldman Sachs in Q4 2022 and has held it in 13 quarters since.
  • Tanager Wealth Management's Goldman Sachs position peaked at $875K in Q2 2026.
  • 1,870 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Tanager Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.