Union Heritage Capital
GS icon

Union Heritage Capital’s Goldman Sachs GS Stock Holding History

Union Heritage Capital’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 		$2.59M Buy
+2,873
New +$2.94M 0.91% 36

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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
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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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Union Heritage Capital's GS Position: Q3 2026 in Review

Union Heritage Capital opened a new position in Goldman Sachs (GS) in Q3 2026: 2,873 shares worth $2.59M. The stake represents 0.91% of the portfolio and ranks #36 among its holdings.

2,750 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Union Heritage Capital held 2,873 shares of Goldman Sachs worth $2.59M as of Q3 2026.
  • Goldman Sachs was a new Union Heritage Capital position in Q3 2026.
  • Goldman Sachs made up 0.91% of Union Heritage Capital's portfolio in Q3 2026, its #36 holding.
  • 2,750 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Union Heritage Capital's 13F filing for Q3 2026, filed 12 Nov 2026.