Tolleson Wealth Management’s Goldman Sachs GS Stock Holding History

Tolleson 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 Q2	$2.71M	Hold	2,683	–	–	0.37%	27
2026 Q1	$2.27M	Hold	2,683	–	–	0.33%	27
2025 Q4	$2.36M	Sell	2,683 -22	-0.8%	-$18K	0.34%	28
2025 Q3	$2.15M	Buy	2,705 +22	+0.8%	+$16.3K	0.33%	30
2025 Q2	$1.9M	Hold	2,683	–	–	0.32%	28
2025 Q1	$1.47M	Hold	2,683	–	–	0.28%	33
2024 Q4	$1.54M	Hold	2,683	–	–	0.32%	30
2024 Q3	$1.33M	Hold	2,683	–	–	0.25%	32
2024 Q2	$1.21M	Hold	2,683	–	–	0.24%	40
2024 Q1	$1.12M	Hold	2,683	–	–	0.22%	41
2023 Q4	$1.03M	Hold	2,683	–	–	0.21%	43
2023 Q3	$868K	Hold	2,683	–	–	0.21%	46
2023 Q2	$865K	Hold	2,683	–	–	0.21%	49
2023 Q1	$878K	Hold	2,683	–	–	0.23%	45
2022 Q4	$921K	Hold	2,683	–	–	0.25%	46
2022 Q3	$786K	Hold	2,683	–	–	0.24%	44
2022 Q2	$797K	Hold	2,683	–	–	0.23%	45
2022 Q1	$886K	Hold	2,683	–	–	0.26%	43
2021 Q4	$1.03M	Hold	2,683	–	–	0.28%	43
2021 Q3	$1.01M	Sell	2,683 -298	-10%	-$116K	0.29%	39
2021 Q2	$1.13M	Hold	2,981	–	–	0.3%	37
2021 Q1	$975K	Hold	2,981	–	–	0.29%	40
2020 Q4	$786K	Hold	2,981	–	–	0.26%	40
2020 Q3	$599K	Hold	2,981	–	–	0.24%	42
2020 Q2	$589K	Hold	2,981	–	–	0.26%	41
2020 Q1	$461K	Hold	2,981	–	–	0.2%	43
2019 Q4	$685K	Hold	2,981	–	–	0.33%	35
2019 Q3	$618K	Hold	2,981	–	–	0.34%	34
2019 Q2	$610K	Hold	2,981	–	–	0.42%	26
2019 Q1	$572K	Hold	2,981	–	–	0.4%	25
2018 Q4	$498K	Buy	+2,981	New	+$601K	0.29%	29

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

Tolleson Wealth Management's GS Position: Q2 2026 in Review

Tolleson Wealth Management held its Goldman Sachs (GS) position steady in Q2 2026 at 2,683 shares worth $2.71M. The position accounts for 0.37% of the portfolio, ranked #27.

Tolleson Wealth Management first reported a position in GS in Q4 2018 and has held it in 31 quarters since. 3,180 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Tolleson Wealth Management held 2,683 shares of Goldman Sachs worth $2.71M as of Q2 2026.
Tolleson Wealth Management left its Goldman Sachs share count unchanged in Q2 2026.
Goldman Sachs made up 0.37% of Tolleson Wealth Management's portfolio in Q2 2026, its #27 holding.
Tolleson Wealth Management first reported a position in Goldman Sachs in Q4 2018 and has held it in 31 quarters since.
3,180 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.