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Vision Retirement’s Goldman Sachs GS Stock Holding History

Vision Retirement’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 		$2.52M Buy
2,496
+168
+7% +$164K 0.61% 33
2026
Q1 		$1.97M Buy
2,328
+178
+8% +$159K 0.56% 34
2025
Q4 		$1.89M Buy
+2,150
New +$1.75M 0.51% 38

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vision Retirement's GS Position: Q2 2026 in Review

Vision Retirement increased its Goldman Sachs (GS) stake by 7.2% in Q2 2026, buying an estimated $164K and bringing the position to 2,496 shares worth $2.52M. The position accounts for 0.61% of the portfolio, ranked #33.

Vision Retirement first reported a position in GS in Q4 2025 and has held it in 3 quarters since. 3,030 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Vision Retirement held 2,496 shares of Goldman Sachs worth $2.52M as of Q2 2026.
  • Vision Retirement bought 168 Goldman Sachs shares in Q2 2026, an estimated $164K.
  • Goldman Sachs made up 0.61% of Vision Retirement's portfolio in Q2 2026, its #33 holding.
  • Vision Retirement first reported a position in Goldman Sachs in Q4 2025 and has held it in 3 quarters since.
  • 3,030 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.