Waterfront Wealth’s Goldman Sachs GS Stock Holding History

Waterfront 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 Q3	$748K	Hold	846	–	–	0.12%	192
2026 Q2	$893K	Sell	846 -7	-0.8%	-$6.82K	0.14%	178
2026 Q1	$722K	Hold	853	–	–	0.13%	187
2025 Q4	$795K	Buy	853 +8	+0.9%	+$6.53K	0.15%	168
2025 Q3	$631K	Buy	845 +29	+4%	+$21.5K	0.13%	178
2025 Q2	$578K	Sell	816 -5	-0.6%	-$2.9K	0.13%	179
2025 Q1	$449K	Hold	821	–	–	0.11%	186
2024 Q4	$470K	Buy	821 +52	+7%	+$29K	0.11%	184
2024 Q3	$404K	Hold	769	–	–	0.1%	194
2024 Q2	$348K	Hold	769	–	–	0.09%	191
2024 Q1	$323K	Hold	769	–	–	0.09%	193
2023 Q4	$297K	Hold	769	–	–	0.09%	199
2023 Q3	$230K	Hold	769	–	–	0.08%	219
2023 Q2	$276K	Hold	769	–	–	0.08%	207
2023 Q1	$252K	Hold	769	–	–	0.08%	214
2022 Q4	$272K	Hold	769	–	–	0.09%	209
2022 Q3	$262K	Sell	769 -1,650	-68%	-$535K	0.1%	200
2022 Q2	$719K	Buy	2,419 +687	+40%	+$214K	0.29%	97
2022 Q1	$552K	Buy	1,732 +782	+82%	+$276K	0.2%	120
2021 Q4	$363K	Buy	950 +325	+52%	+$129K	0.14%	145
2021 Q3	$236K	Hold	625	–	–	0.11%	159
2021 Q2	$237K	Hold	625	–	–	0.11%	157
2021 Q1	$205K	Buy	+625	New	+$195K	0.1%	164

Other funds holding GS

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Waterfront Wealth's GS Position: Q3 2026 in Review

Waterfront Wealth held its Goldman Sachs (GS) position steady in Q3 2026 at 846 shares worth $748K. The position accounts for 0.12% of the portfolio, ranked #192.

Waterfront Wealth first reported a position in GS in Q1 2021 and has held it in 23 quarters since. The position peaked at $893K in Q2 2026. 1,848 funds tracked by Wall St. Rank hold GS as of Q3 2026.

Waterfront Wealth held 846 shares of Goldman Sachs worth $748K as of Q3 2026.
Waterfront Wealth left its Goldman Sachs share count unchanged in Q3 2026.
Goldman Sachs made up 0.12% of Waterfront Wealth's portfolio in Q3 2026, its #192 holding.
Waterfront Wealth first reported a position in Goldman Sachs in Q1 2021 and has held it in 23 quarters since.
Waterfront Wealth's Goldman Sachs position peaked at $893K in Q2 2026.
1,848 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.