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Uniting Wealth Partners’s Goldman Sachs GS Stock Holding History

Uniting 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 		$350K Sell
346
-117
-25% -$114K 0.07% 140
2026
Q1 		$392K Sell
463
-4
-0.9% -$3.57K 0.08% 129
2025
Q4 		$410K Sell
467
-17
-4% -$13.9K 0.13% 92
2025
Q3 		$385K Buy
+484
New +$359K 0.09% 115

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

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

Uniting Wealth Partners reduced its Goldman Sachs (GS) stake by 25% in Q2 2026, selling an estimated $114K and leaving 346 shares worth $350K. The position accounts for 0.07% of the portfolio, ranked #140.

Uniting Wealth Partners first reported a position in GS in Q3 2025 and has held it in 4 quarters since. The position peaked at $410K in Q4 2025. 3,152 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Uniting Wealth Partners held 346 shares of Goldman Sachs worth $350K as of Q2 2026.
  • Uniting Wealth Partners sold 117 Goldman Sachs shares in Q2 2026, an estimated $114K.
  • Goldman Sachs made up 0.07% of Uniting Wealth Partners's portfolio in Q2 2026, its #140 holding.
  • Uniting Wealth Partners first reported a position in Goldman Sachs in Q3 2025 and has held it in 4 quarters since.
  • Uniting Wealth Partners's Goldman Sachs position peaked at $410K in Q4 2025.
  • 3,152 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.