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Waddell & Associates’s Goldman Sachs GS Stock Holding History

Waddell & Associates’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 		$1.46M Buy
1,444
+138
+11% +$135K 0.07% 93
2026
Q1 		$1.1M Buy
1,306
+19
+1% +$16.9K 0.06% 106
2025
Q4 		$1.13M Buy
1,287
+110
+9% +$89.8K 0.08% 77
2025
Q3 		$937K Buy
1,177
+153
+15% +$113K 0.08% 74
2025
Q2 		$725K Buy
1,024
+25
+3% +$14.5K 0.08% 74
2025
Q1 		$546K Buy
999
+101
+11% +$60.8K 0.07% 76
2024
Q4 		$514K Buy
898
+2
+0.2% +$1.12K 0.05% 79
2024
Q3 		$444K Buy
896
+18
+2% +$8.8K 0.05% 84
2024
Q2 		$397K Sell
878
-12
-1% -$5.27K 0.05% 85
2024
Q1 		$372K Buy
890
+23
+3% +$8.93K 0.05% 90
2023
Q4 		$335K Sell
867
-121
-12% -$40.4K 0.05% 102
2023
Q3 		$320K Buy
988
+100
+11% +$33.4K 0.05% 119
2023
Q2 		$286K Buy
888
+5
+0.6% +$1.64K 0.04% 128
2023
Q1 		$289K Buy
883
+3
+0.3% +$1.04K 0.05% 118
2022
Q4 		$302K Buy
+880
New +$306K 0.05% 113

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Waddell & Associates's GS Position: Q2 2026 in Review

Waddell & Associates increased its Goldman Sachs (GS) stake by 11% in Q2 2026, buying an estimated $135K and bringing the position to 1,444 shares worth $1.46M. The position accounts for 0.07% of the portfolio, ranked #93.

Waddell & Associates first reported a position in GS in Q4 2022 and has held it in 15 quarters since. 1,139 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Waddell & Associates held 1,444 shares of Goldman Sachs worth $1.46M as of Q2 2026.
  • Waddell & Associates bought 138 Goldman Sachs shares in Q2 2026, an estimated $135K.
  • Goldman Sachs made up 0.07% of Waddell & Associates's portfolio in Q2 2026, its #93 holding.
  • Waddell & Associates first reported a position in Goldman Sachs in Q4 2022 and has held it in 15 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.