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Tyler-Stone Wealth Management’s Goldman Sachs GS Stock Holding History

Tyler-Stone 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
2025
Q2 		$881K Buy
1,245
+43
+4% +$24.9K 0.14% 133
2025
Q1 		$657K Sell
1,202
-103
-8% -$62K 0.12% 162
2024
Q4 		$747K Buy
1,305
+148
+13% +$82.6K 0.13% 139
2024
Q3 		$573K Buy
1,157
+595
+106% +$291K 0.11% 170
2024
Q2 		$254K Buy
562
+78
+16% +$34.2K 0.1% 167
2024
Q1 		$202K Buy
484
+3
+0.6% +$1.16K 0.09% 194
2023
Q4 		$186K Hold
481
– – 0.09% 183
2023
Q3 		$156K Buy
481
+3
+0.6% +$1K 0.09% 186
2023
Q2 		$154K Buy
+478
New +$157K 0.09% 194
2022
Q4 		$140K Buy
407
+25
+7% +$8.7K 0.1% 194
2022
Q3 		$112K Buy
382
+2
+0.5% +$648 0.09% 203
2022
Q2 		$113K Buy
380
+112
+42% +$34.9K 0.08% 219
2022
Q1 		$88K Sell
268
-10
-4% -$3.53K 0.05% 270
2021
Q4 		$106K Buy
+278
New +$110K 0.06% 261

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tyler-Stone Wealth Management's GS Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Goldman Sachs (GS) stake by 3.6% in Q2 2025, buying an estimated $24.9K and bringing the position to 1,245 shares worth $881K. The position accounts for 0.14% of the portfolio, ranked #133.

Tyler-Stone Wealth Management first reported a position in GS in Q4 2021 and has held it in 14 quarters since. 2,600 funds tracked by Wall St. Rank hold GS as of Q2 2025.

  • Tyler-Stone Wealth Management held 1,245 shares of Goldman Sachs worth $881K as of Q2 2025.
  • Tyler-Stone Wealth Management bought 43 Goldman Sachs shares in Q2 2025, an estimated $24.9K.
  • Goldman Sachs made up 0.14% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #133 holding.
  • Tyler-Stone Wealth Management first reported a position in Goldman Sachs in Q4 2021 and has held it in 14 quarters since.
  • 2,600 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.