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Unique Wealth Strategies’s Goldman Sachs GS Stock Holding History

Unique Wealth Strategies’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 		$298K Sell
295
-26
-8% -$25.3K 0.11% 185
2026
Q1 		$272K Buy
321
+1
+0.3% +$892 0.11% 191
2025
Q4 		$281K Hold
320
– – 0.11% 185
2025
Q3 		$255K Buy
+320
New +$237K 0.1% 196

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Unique Wealth Strategies's GS Position: Q2 2026 in Review

Unique Wealth Strategies reduced its Goldman Sachs (GS) stake by 8.1% in Q2 2026, selling an estimated $25.3K and leaving 295 shares worth $298K. The position accounts for 0.11% of the portfolio, ranked #185.

Unique Wealth Strategies first reported a position in GS in Q3 2025 and has held it in 4 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Unique Wealth Strategies held 295 shares of Goldman Sachs worth $298K as of Q2 2026.
  • Unique Wealth Strategies sold 26 Goldman Sachs shares in Q2 2026, an estimated $25.3K.
  • Goldman Sachs made up 0.11% of Unique Wealth Strategies's portfolio in Q2 2026, its #185 holding.
  • Unique Wealth Strategies first reported a position in Goldman Sachs in Q3 2025 and has held it in 4 quarters since.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.