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Wagner Wealth Management (South Carolina)’s Goldman Sachs GS Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$1.04M Hold
1,031
– – 0.19% 67
2026
Q1 		$872K Buy
1,031
+4
+0.4% +$3.57K 0.18% 64
2025
Q4 		$903K Sell
1,027
-141
-12% -$115K 0.19% 62
2025
Q3 		$930K Buy
1,168
+3
+0.3% +$2.22K 0.22% 57
2025
Q2 		$824K Buy
1,165
+11
+1% +$6.37K 0.19% 61
2025
Q1 		$630K Buy
1,154
+16
+1% +$9.63K 0.16% 65
2024
Q4 		$652K Buy
1,138
+282
+33% +$157K 0.17% 61
2024
Q3 		$424K Sell
856
-473
-36% -$231K 0.11% 70
2024
Q2 		$601K Buy
1,329
+199
+18% +$87.3K 0.18% 68
2024
Q1 		$472K Buy
1,130
+311
+38% +$121K 0.14% 76
2023
Q4 		$316K Sell
819
-304
-27% -$101K 0.11% 93
2023
Q3 		$363K Sell
1,123
-29
-3% -$9.69K 0.13% 85
2023
Q2 		$371K Sell
1,152
-21
-2% -$6.9K 0.14% 83
2023
Q1 		$384K Sell
1,173
-65
-5% -$22.6K 0.17% 83
2022
Q4 		$425K Sell
1,238
-33
-3% -$11.5K 0.26% 67
2022
Q3 		$373K Buy
1,271
+300
+31% +$97.2K 0.28% 66
2022
Q2 		$288K Buy
971
+249
+34% +$77.5K 0.23% 74
2022
Q1 		$238K Buy
722
+339
+89% +$120K 0.17% 111
2021
Q4 		$146K Buy
383
+1
+0.3% +$396 0.11% 149
2021
Q3 		$158K Buy
382
+18
+5% +$7.03K 0.13% 139
2021
Q2 		$138K Buy
364
+24
+7% +$8.59K 0.1% 150
2021
Q1 		$111K Buy
+340
New +$106K 0.09% 157
2018
Q3 		$56K Hold
250
– – 0.04% 242
2018
Q2 		$55K Buy
250
+100
+67% +$23.8K 0.04% 227
2018
Q1 		$38K Hold
150
– – 0.03% 237
2017
Q4 		$38K Buy
+150
New +$36.8K 0.03% 238

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

Wagner Wealth Management (South Carolina)'s GS Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) held its Goldman Sachs (GS) position steady in Q2 2026 at 1,031 shares worth $1.04M. The position accounts for 0.19% of the portfolio, ranked #67.

Wagner Wealth Management (South Carolina) first reported a position in GS in Q4 2017 and has held it in 26 quarters since. 3,146 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 1,031 shares of Goldman Sachs worth $1.04M as of Q2 2026.
  • Wagner Wealth Management (South Carolina) left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.19% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #67 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Goldman Sachs in Q4 2017 and has held it in 26 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.