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Walser Wealth Management’s Goldman Sachs GS Stock Holding History

Walser 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 		$1.31M Sell
1,291
-25
-2% -$24.4K 0.54% 43
2026
Q1 		$1.11M Buy
1,316
+188
+17% +$168K 0.5% 37
2025
Q4 		$992K Buy
+1,128
New +$920K 0.52% 33

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

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

Walser Wealth Management reduced its Goldman Sachs (GS) stake by 1.9% in Q2 2026, selling an estimated $24.4K and leaving 1,291 shares worth $1.31M. The position accounts for 0.54% of the portfolio, ranked #43.

Walser Wealth Management first reported a position in GS in Q4 2025 and has held it in 3 quarters since. 3,147 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Walser Wealth Management held 1,291 shares of Goldman Sachs worth $1.31M as of Q2 2026.
  • Walser Wealth Management sold 25 Goldman Sachs shares in Q2 2026, an estimated $24.4K.
  • Goldman Sachs made up 0.54% of Walser Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Walser Wealth Management first reported a position in Goldman Sachs in Q4 2025 and has held it in 3 quarters since.
  • 3,147 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.