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Waldron Private Wealth’s Goldman Sachs GS Stock Holding History

Waldron Private Wealth’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 		$732K Sell
724
-45
-6% -$43.9K 0.03% 183
2026
Q1 		$651K Buy
769
+14
+2% +$12.5K 0.03% 186
2025
Q4 		$664K Sell
755
-132
-15% -$108K 0.03% 179
2025
Q3 		$706K Sell
887
-280
-24% -$207K 0.03% 172
2025
Q2 		$826K Sell
1,167
-52
-4% -$30.1K 0.04% 153
2025
Q1 		$666K Sell
1,219
-2,109
-63% -$1.27M 0.03% 163
2024
Q4 		$1.91M Buy
3,328
+605
+22% +$337K 0.08% 112
2024
Q3 		$1.35M Buy
2,723
+324
+14% +$158K 0.06% 138
2024
Q2 		$1.09M Buy
2,399
+20
+0.8% +$8.78K 0.05% 152
2024
Q1 		$994K Buy
2,379
+372
+19% +$144K 0.04% 165
2023
Q4 		$774K Sell
2,007
-148
-7% -$49.4K 0.04% 183
2023
Q3 		$697K Sell
2,155
-56
-3% -$18.7K 0.04% 186
2023
Q2 		$713K Sell
2,211
-305
-12% -$100K 0.04% 189
2023
Q1 		$823K Buy
2,516
+224
+10% +$78K 0.04% 188
2022
Q4 		$671K Hold
2,292
– – 0.04% 200
2022
Q3 		$671K Buy
2,292
+277
+14% +$89.7K 0.04% 200
2022
Q2 		$598K Buy
2,015
+113
+6% +$35.2K 0.03% 220
2022
Q1 		$627K Buy
1,902
+138
+8% +$48.7K 0.03% 231
2021
Q4 		$674K Buy
1,764
+18
+1% +$7.13K 0.03% 225
2021
Q3 		$660K Buy
1,746
+502
+40% +$196K 0.04% 193
2021
Q2 		$472K Sell
1,244
-127
-9% -$45.4K 0.03% 216
2021
Q1 		$448K Buy
1,371
+167
+14% +$52K 0.03% 200
2020
Q4 		$317K Sell
1,204
-81
-6% -$18K 0.02% 222
2020
Q3 		$258K Buy
1,285
+204
+19% +$41.5K 0.02% 225
2020
Q2 		$213K Buy
+1,081
New +$203K 0.02% 235
2020
Q1 		– Sell
-910
Closed -$209K – 265
2019
Q4 		$209K Buy
+910
New +$197K 0.02% 258
2019
Q3 		– Sell
-1,010
Closed -$206K – 263
2019
Q2 		$206K Sell
1,010
-169
-14% -$33.4K 0.02% 231
2019
Q1 		$226K Buy
+1,179
New +$227K 0.03% 225
2018
Q2 		– Sell
-799
Closed -$201K – 181
2018
Q1 		$201K Hold
799
– – 0.05% 166
2017
Q4 		$203K Buy
+799
New +$196K 0.05% 162
2017
Q2 		– Sell
-1,206
Closed -$277K – 169
2017
Q1 		$277K Buy
+1,206
New +$291K 0.07% 174
2015
Q4 		– Sell
-1,812
Closed -$314K – 170
2015
Q3 		$314K Sell
1,812
-95
-5% -$18.6K 0.14% 77
2015
Q2 		$384K Buy
1,907
+323
+20% +$65.8K 0.15% 58
2015
Q1 		$298K Sell
1,584
-11
-0.7% -$2.05K 0.12% 70
2014
Q4 		$309K Sell
1,595
-705
-31% -$132K 0.13% 64
2014
Q3 		$422K Sell
2,300
-402
-15% -$70.6K 0.2% 41
2014
Q2 		$452K Buy
2,702
+120
+5% +$19.4K 0.21% 46
2014
Q1 		$423K Buy
2,582
+34
+1% +$5.72K 0.21% 47
2013
Q4 		$452K Buy
+2,548
New +$420K 0.21% 44

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

Waldron Private Wealth's GS Position: Q2 2026 in Review

Waldron Private Wealth reduced its Goldman Sachs (GS) stake by 5.9% in Q2 2026, selling an estimated $43.9K and leaving 724 shares worth $732K. The position accounts for 0.03% of the portfolio, ranked #183.

Waldron Private Wealth first reported a position in GS in Q4 2013 and has held it in 39 quarters since. The position peaked at $1.91M in Q4 2024. 1,122 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Waldron Private Wealth held 724 shares of Goldman Sachs worth $732K as of Q2 2026.
  • Waldron Private Wealth sold 45 Goldman Sachs shares in Q2 2026, an estimated $43.9K.
  • Goldman Sachs made up 0.03% of Waldron Private Wealth's portfolio in Q2 2026, its #183 holding.
  • Waldron Private Wealth first reported a position in Goldman Sachs in Q4 2013 and has held it in 39 quarters since.
  • Waldron Private Wealth's Goldman Sachs position peaked at $1.91M in Q4 2024.
  • 1,122 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.