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Venturi Wealth Management’s Goldman Sachs GS Stock Holding History

Venturi 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
2026
Q2 		$2M Buy
1,980
+45
+2% +$43.9K 0.08% 133
2026
Q1 		$1.64M Sell
1,935
-133
-6% -$119K 0.07% 144
2025
Q4 		$1.82M Sell
2,068
-134
-6% -$109K 0.08% 136
2025
Q3 		$1.75M Sell
2,202
-415
-16% -$308K 0.08% 132
2025
Q2 		$1.85M Buy
2,617
+51
+2% +$29.6K 0.09% 127
2025
Q1 		$1.4M Sell
2,566
-226
-8% -$136K 0.07% 156
2024
Q4 		$1.6M Buy
2,792
+21
+0.8% +$11.7K 0.08% 148
2024
Q3 		$1.37M Sell
2,771
-373
-12% -$182K 0.07% 153
2024
Q2 		$1.42M Sell
3,144
-357
-10% -$157K 0.08% 140
2024
Q1 		$1.46M Sell
3,501
-140
-4% -$54.3K 0.09% 133
2023
Q4 		$1.4M Sell
3,641
-157
-4% -$52.4K 0.1% 121
2023
Q3 		$1.23M Buy
3,798
+137
+4% +$45.8K 0.1% 127
2023
Q2 		$1.18M Sell
3,661
-35
-0.9% -$11.5K 0.09% 123
2023
Q1 		$1.21M Buy
3,696
+5
+0.1% +$1.74K 0.1% 127
2022
Q4 		$1.27M Sell
3,691
-19
-0.5% -$6.62K 0.11% 122
2022
Q3 		$1.09M Buy
3,710
+97
+3% +$31.4K 0.1% 121
2022
Q2 		$1.07M Buy
3,613
+400
+12% +$125K 0.1% 127
2022
Q1 		$1.06M Buy
3,213
+80
+3% +$28.3K 0.08% 148
2021
Q4 		$1.2M Sell
3,133
-97
-3% -$38.4K 0.09% 142
2021
Q3 		$1.22M Sell
3,230
-958
-23% -$374K 0.1% 130
2021
Q2 		$1.59M Sell
4,188
-141
-3% -$50.5K 0.14% 100
2021
Q1 		$1.42M Sell
4,329
-332
-7% -$103K 0.14% 105
2020
Q4 		$1.23M Buy
+4,661
New +$1.04M 0.13% 118
2018
Q4 		– Sell
-2,150
Closed -$484K – 256
2018
Q3 		$484K Sell
2,150
-1,100
-34% -$256K 0.09% 136
2018
Q2 		$760K Hold
3,250
– – 0.14% 116
2018
Q1 		$819K Buy
3,250
+1,220
+60% +$318K 0.16% 109
2017
Q4 		$517K Buy
2,030
+400
+25% +$98.1K 0.1% 146
2017
Q3 		$392K Sell
1,630
-600
-27% -$135K 0.08% 155
2017
Q2 		$495K Hold
2,230
– – 0.11% 131
2017
Q1 		$481K Sell
2,230
-320
-13% -$77.3K 0.11% 130
2016
Q4 		$611K Sell
2,550
-18
-0.7% -$3.65K 0.17% 107
2016
Q3 		$414K Buy
2,568
+1,031
+67% +$168K 0.14% 105
2016
Q2 		$228K Buy
+1,537
New +$240K 0.08% 129

Other funds holding GS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Venturi Wealth Management's GS Position: Q2 2026 in Review

Venturi Wealth Management increased its Goldman Sachs (GS) stake by 2.3% in Q2 2026, buying an estimated $43.9K and bringing the position to 1,980 shares worth $2M. The position accounts for 0.08% of the portfolio, ranked #133.

Venturi Wealth Management first reported a position in GS in Q2 2016 and has held it in 33 quarters since. 736 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Venturi Wealth Management held 1,980 shares of Goldman Sachs worth $2M as of Q2 2026.
  • Venturi Wealth Management bought 45 Goldman Sachs shares in Q2 2026, an estimated $43.9K.
  • Goldman Sachs made up 0.08% of Venturi Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Venturi Wealth Management first reported a position in Goldman Sachs in Q2 2016 and has held it in 33 quarters since.
  • 736 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.