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Tower Wealth Partners’s Goldman Sachs GS Stock Holding History

Tower 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 		$742K Sell
734
-41
-5% -$40K 0.37% 31
2026
Q1 		$656K Sell
775
-4
-0.5% -$3.57K 0.36% 32
2025
Q4 		$685K Sell
779
-83
-10% -$67.7K 0.38% 31
2025
Q3 		$686K Sell
862
-12
-1% -$8.89K 0.38% 29
2025
Q2 		$619K Sell
874
-124
-12% -$71.9K 0.37% 31
2025
Q1 		$545K Sell
998
-14
-1% -$8.42K 0.29% 32
2024
Q4 		$579K Sell
1,012
-11
-1% -$6.14K 0.3% 28
2024
Q3 		$506K Sell
1,023
-26
-2% -$12.7K 0.29% 31
2024
Q2 		$474K Sell
1,049
-84
-7% -$36.9K 0.29% 31
2024
Q1 		$473K Buy
1,133
+35
+3% +$13.6K 0.31% 34
2023
Q4 		$424K Buy
1,098
+21
+2% +$7.01K 0.3% 35
2023
Q3 		$348K Buy
1,077
+27
+3% +$9.02K 0.29% 37
2023
Q2 		$339K Buy
1,050
+8
+0.8% +$2.63K 0.27% 38
2023
Q1 		$341K Sell
1,042
-78
-7% -$27.2K 0.28% 38
2022
Q4 		$385K Buy
1,120
+7
+0.6% +$2.44K 0.34% 33
2022
Q3 		$383K Sell
1,113
-11
-1% -$3.56K 0.36% 35
2022
Q2 		$334K Buy
1,124
+317
+39% +$98.7K 0.44% 33
2022
Q1 		$266K Buy
807
+25
+3% +$8.83K 0.29% 39
2021
Q4 		$299K Buy
782
+5
+0.6% +$1.98K 0.3% 38
2021
Q3 		$294K Buy
777
+30
+4% +$11.7K 0.31% 38
2021
Q2 		$284K Sell
747
-120
-14% -$42.9K 0.31% 38
2021
Q1 		$284K Sell
867
-20
-2% -$6.23K 0.37% 41
2020
Q4 		$234K Buy
+887
New +$197K 0.27% 41

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

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

Tower Wealth Partners reduced its Goldman Sachs (GS) stake by 5.3% in Q2 2026, selling an estimated $40K and leaving 734 shares worth $742K. The position accounts for 0.37% of the portfolio, ranked #31.

Tower Wealth Partners first reported a position in GS in Q4 2020 and has held it in 23 quarters since. 3,175 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Tower Wealth Partners held 734 shares of Goldman Sachs worth $742K as of Q2 2026.
  • Tower Wealth Partners sold 41 Goldman Sachs shares in Q2 2026, an estimated $40K.
  • Goldman Sachs made up 0.37% of Tower Wealth Partners's portfolio in Q2 2026, its #31 holding.
  • Tower Wealth Partners first reported a position in Goldman Sachs in Q4 2020 and has held it in 23 quarters since.
  • 3,175 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Tower Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.