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Vivid Wealth Management’s Goldman Sachs GS Stock Holding History

Vivid 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 		$2.82M Sell
2,793
-479
-15% -$467K 0.99% 35
2026
Q1 		$2.77M Sell
3,272
-81
-2% -$72.3K 1.12% 27
2025
Q4 		$2.95M Buy
3,353
+12
+0.4% +$9.79K 1.15% 28
2025
Q3 		$2.66M Sell
3,341
-923
-22% -$684K 1.06% 41
2025
Q2 		$3.02M Buy
4,264
+46
+1% +$26.7K 1.33% 21
2025
Q1 		$2.3M Buy
4,218
+137
+3% +$82.4K 1.15% 34
2024
Q4 		$2.34M Buy
+4,081
New +$2.28M 1.18% 32
2024
Q3 		– Sell
-614
Closed -$278K – 69
2024
Q2 		$278K Sell
614
-1,481
-71% -$650K 0.16% 61
2024
Q1 		$875K Sell
2,095
-105
-5% -$40.7K 0.55% 31
2023
Q4 		$849K Buy
+2,200
New +$734K 0.58% 30

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

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

Vivid Wealth Management reduced its Goldman Sachs (GS) stake by 15% in Q2 2026, selling an estimated $467K and leaving 2,793 shares worth $2.82M. The position accounts for 0.99% of the portfolio, ranked #35.

Vivid Wealth Management first reported a position in GS in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.02M in Q2 2025. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Vivid Wealth Management held 2,793 shares of Goldman Sachs worth $2.82M as of Q2 2026.
  • Vivid Wealth Management sold 479 Goldman Sachs shares in Q2 2026, an estimated $467K.
  • Goldman Sachs made up 0.99% of Vivid Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Vivid Wealth Management first reported a position in Goldman Sachs in Q4 2023 and has held it in 10 quarters since.
  • Vivid Wealth Management's Goldman Sachs position peaked at $3.02M in Q2 2025.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Vivid Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.