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USA Financial Formulas’s Goldman Sachs GS Stock Holding History

USA Financial Formulas’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 		– Sell
-211
Closed -$179K – 464
2026
Q1 		$179K Sell
211
-583
-73% -$520K 0.03% 128
2025
Q4 		$698K Sell
794
-479
-38% -$391K 0.13% 53
2025
Q3 		$1.01M Buy
+1,273
New +$943K 0.18% 35
2025
Q2 		– Sell
-381
Closed -$208K – 291
2025
Q1 		$208K Sell
381
-1,543
-80% -$928K 0.03% 151
2024
Q4 		$1.1M Sell
1,924
-254
-12% -$142K 0.17% 58
2024
Q3 		$1.08M Sell
2,178
-146
-6% -$71.4K 0.17% 61
2024
Q2 		$1.05M Buy
+2,324
New +$1.02M 0.17% 61
2022
Q1 		– Sell
-2
Closed -$1K – 404
2021
Q4 		$1K Sell
2
-5,062
-100% -$2M ﹤0.01% 320
2021
Q3 		$1.91M Buy
5,064
+473
+10% +$185K 1.71% 5
2021
Q2 		$1.74M Sell
4,591
-1,784
-28% -$638K 1.46% 6
2021
Q1 		$2.08M Buy
+6,375
New +$1.98M 1.69% 6
2020
Q1 		– Sell
-11,012
Closed -$2.53M – 256
2019
Q4 		$2.53M Buy
+11,012
New +$2.39M 1.05% 43
2017
Q2 		– Sell
-29,230
Closed -$6.71M – 263
2017
Q1 		$6.71M Buy
+29,230
New +$7.06M 1.62% 19

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

USA Financial Formulas's GS Position: Q2 2026 in Review

USA Financial Formulas sold out of Goldman Sachs (GS) in Q2 2026, closing a stake of 211 shares — an estimated $179K sold.

USA Financial Formulas first reported a position in GS in Q1 2017 and held it in 13 quarters. The position peaked at $6.71M in Q1 2017. 3,176 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • USA Financial Formulas reported no remaining Goldman Sachs position as of Q2 2026 after selling out during the quarter.
  • USA Financial Formulas sold 211 Goldman Sachs shares in Q2 2026, an estimated $179K.
  • USA Financial Formulas first reported a position in Goldman Sachs in Q1 2017 and held it in 13 quarters.
  • USA Financial Formulas's Goldman Sachs position peaked at $6.71M in Q1 2017.
  • 3,176 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.