Tradition Wealth Management’s Goldman Sachs GS Stock Holding History

Tradition 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	$724K	Sell	716 -60	-8%	-$58.5K	0.04%	250
2026 Q1	$656K	Buy	776 +138	+22%	+$123K	0.05%	244
2025 Q4	$561K	Buy	638 +284	+80%	+$232K	0.04%	270
2025 Q3	$282K	Sell	354 -21	-6%	-$15.6K	0.02%	384
2025 Q2	$265K	Buy	+375	New	+$217K	0.02%	380
2024 Q1	–	Sell	-231	Closed	-$89K	–	719
2023 Q4	$89K	Sell	231 -50	-18%	-$16.7K	0.01%	506
2023 Q3	$91K	Buy	281 +17	+6%	+$5.68K	0.01%	461
2023 Q2	$85K	Buy	264 +15	+6%	+$4.93K	0.01%	494
2023 Q1	$82K	Sell	249 -80	-24%	-$27.8K	0.01%	497
2022 Q4	$113K	Buy	329 +3	+0.9%	+$1.04K	0.02%	346
2022 Q3	$96K	Sell	326 -68	-17%	-$22K	0.01%	367
2022 Q2	$117K	Buy	394 +2	+0.5%	+$623	0.02%	333
2022 Q1	$129K	Sell	392 -57	-13%	-$20.1K	0.02%	358
2021 Q4	$172K	Buy	449 +68	+18%	+$26.9K	0.02%	322
2021 Q3	$144K	Buy	381 +91	+31%	+$35.5K	0.02%	317
2021 Q2	$110K	Buy	290 +27	+10%	+$9.66K	0.02%	374
2021 Q1	$86K	Buy	263 +1	+0.4%	+$311	0.01%	341
2020 Q4	$69K	Buy	+262	New	+$58.3K	0.01%	348

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

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

Tradition Wealth Management reduced its Goldman Sachs (GS) stake by 7.7% in Q2 2026, selling an estimated $58.5K and leaving 716 shares worth $724K. The position accounts for 0.04% of the portfolio, ranked #250.

Tradition Wealth Management first reported a position in GS in Q4 2020 and has held it in 18 quarters since. 3,178 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Tradition Wealth Management held 716 shares of Goldman Sachs worth $724K as of Q2 2026.
Tradition Wealth Management sold 60 Goldman Sachs shares in Q2 2026, an estimated $58.5K.
Goldman Sachs made up 0.04% of Tradition Wealth Management's portfolio in Q2 2026, its #250 holding.
Tradition Wealth Management first reported a position in Goldman Sachs in Q4 2020 and has held it in 18 quarters since.
3,178 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.