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ViaWealth’s Goldman Sachs GS Stock Holding History

ViaWealth’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 		$492K Sell
487
-24
-5% -$23.4K 0.25% 114
2026
Q1 		$432K Buy
511
+2
+0.4% +$1.78K 0.24% 109
2025
Q4 		$448K Sell
509
-68
-12% -$55.5K 0.25% 104
2025
Q3 		$459K Buy
577
+48
+9% +$35.6K 0.25% 103
2025
Q2 		$374K Buy
529
+1
+0.2% +$579 0.22% 120
2025
Q1 		$288K Buy
528
+10
+2% +$6.02K 0.18% 131
2024
Q4 		$297K Sell
518
-27
-5% -$15.1K 0.18% 126
2024
Q3 		$270K Buy
545
+2
+0.4% +$978 0.16% 135
2024
Q2 		$246K Buy
543
+1
+0.2% +$439 0.15% 142
2024
Q1 		$226K Sell
542
-24
-4% -$9.31K 0.14% 148
2023
Q4 		$218K Sell
566
-99
-15% -$33K 0.15% 145
2023
Q3 		$215K Hold
665
– – 0.16% 146
2023
Q2 		$214K Sell
665
-75
-10% -$24.7K 0.16% 146
2023
Q1 		$242K Sell
740
-196
-21% -$68.2K 0.19% 135
2022
Q4 		$330K Buy
+936
New +$326K 0.27% 122

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

ViaWealth's GS Position: Q2 2026 in Review

ViaWealth reduced its Goldman Sachs (GS) stake by 4.7% in Q2 2026, selling an estimated $23.4K and leaving 487 shares worth $492K. The position accounts for 0.25% of the portfolio, ranked #114.

ViaWealth first reported a position in GS in Q4 2022 and has held it in 15 quarters since. 3,176 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • ViaWealth held 487 shares of Goldman Sachs worth $492K as of Q2 2026.
  • ViaWealth sold 24 Goldman Sachs shares in Q2 2026, an estimated $23.4K.
  • Goldman Sachs made up 0.25% of ViaWealth's portfolio in Q2 2026, its #114 holding.
  • ViaWealth first reported a position in Goldman Sachs in Q4 2022 and has held it in 15 quarters since.
  • 3,176 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.