Waterway Wealth Management’s Goldman Sachs GS Stock Holding History

Waterway 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	$2.09M	Buy	2,065 +6	+0.3%	+$5.85K	0.43%	31
2026 Q1	$1.74M	Buy	2,059 +1,043	+103%	+$930K	0.39%	27
2025 Q4	$893K	Buy	1,016 +440	+76%	+$359K	0.2%	55
2025 Q3	$459K	Hold	576	–	–	0.11%	66
2025 Q2	$408K	Sell	576 -205	-26%	-$119K	0.12%	67
2025 Q1	$426K	Buy	781 +211	+37%	+$127K	0.18%	54
2024 Q4	$326K	Buy	570 +60	+12%	+$33.5K	0.14%	60
2024 Q3	$253K	Buy	510 +50	+11%	+$24.5K	0.11%	66
2024 Q2	$208K	Buy	+460	New	+$202K	0.1%	60

Other funds holding GS

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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

Waterway Wealth Management increased its Goldman Sachs (GS) stake by 0.29% in Q2 2026, buying an estimated $5.85K and bringing the position to 2,065 shares worth $2.09M. The position accounts for 0.43% of the portfolio, ranked #31.

Waterway Wealth Management first reported a position in GS in Q2 2024 and has held it in 9 quarters since. 793 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Waterway Wealth Management held 2,065 shares of Goldman Sachs worth $2.09M as of Q2 2026.
Waterway Wealth Management bought 6 Goldman Sachs shares in Q2 2026, an estimated $5.85K.
Goldman Sachs made up 0.43% of Waterway Wealth Management's portfolio in Q2 2026, its #31 holding.
Waterway Wealth Management first reported a position in Goldman Sachs in Q2 2024 and has held it in 9 quarters since.
793 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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