Walter & Keenan Wealth Management’s Goldman Sachs GS Stock Holding History

Walter & Keenan 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	$726K	Buy	718 +12	+2%	+$11.7K	0.18%	91
2026 Q1	$597K	Buy	706 +15	+2%	+$13.4K	0.17%	92
2025 Q4	$607K	Buy	691 +61	+10%	+$49.8K	0.16%	97
2025 Q3	$502K	Buy	630 +12	+2%	+$8.89K	0.14%	104
2025 Q2	$438K	Sell	618 -1	-0.2%	-$579	0.13%	112
2025 Q1	$338K	Buy	619 +68	+12%	+$40.9K	0.1%	123
2024 Q4	$316K	Buy	551 +5	+0.9%	+$2.79K	0.1%	123
2024 Q3	$270K	Sell	546 -10	-2%	-$4.89K	0.08%	133
2024 Q2	$251K	Buy	+556	New	+$244K	0.08%	133
2018 Q2	–	Sell	-900	Closed	-$227K	–	177
2018 Q1	$227K	Hold	900	–	–	0.1%	158
2017 Q4	$229K	Hold	900	–	–	0.1%	160
2017 Q3	$213K	Buy	+900	New	+$203K	0.1%	154

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Walter & Keenan Wealth Management's GS Position: Q2 2026 in Review

Walter & Keenan Wealth Management increased its Goldman Sachs (GS) stake by 1.7% in Q2 2026, buying an estimated $11.7K and bringing the position to 718 shares worth $726K. The position accounts for 0.18% of the portfolio, ranked #91.

Walter & Keenan Wealth Management first reported a position in GS in Q3 2017 and has held it in 12 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Walter & Keenan Wealth Management held 718 shares of Goldman Sachs worth $726K as of Q2 2026.
Walter & Keenan Wealth Management bought 12 Goldman Sachs shares in Q2 2026, an estimated $11.7K.
Goldman Sachs made up 0.18% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #91 holding.
Walter & Keenan Wealth Management first reported a position in Goldman Sachs in Q3 2017 and has held it in 12 quarters since.
3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.