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Wealth Group’s Goldman Sachs GS Stock Holding History

Wealth Group’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
2025
Q2 		– Sell
-1,624
Closed -$887K – 120
2025
Q1 		$887K Buy
1,624
+8
+0.5% +$4.81K 0.58% 43
2024
Q4 		$925K Buy
1,616
+6
+0.4% +$3.35K 0.6% 40
2024
Q3 		$797K Hold
1,610
– – 0.53% 45
2024
Q2 		$728K Buy
1,610
+2
+0.1% +$878 0.52% 46
2024
Q1 		$672K Buy
+1,608
New +$624K 0.51% 49

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealth Group's GS Position: Q2 2025 in Review

Wealth Group sold out of Goldman Sachs (GS) in Q2 2025, closing a stake of 1,624 shares — an estimated $887K sold.

Wealth Group first reported a position in GS in Q1 2024 and held it in 5 quarters. The position peaked at $925K in Q4 2024. 2,600 funds tracked by Wall St. Rank hold GS as of Q2 2025.

  • Wealth Group reported no remaining Goldman Sachs position as of Q2 2025 after selling out during the quarter.
  • Wealth Group sold 1,624 Goldman Sachs shares in Q2 2025, an estimated $887K.
  • Wealth Group first reported a position in Goldman Sachs in Q1 2024 and held it in 5 quarters.
  • Wealth Group's Goldman Sachs position peaked at $925K in Q4 2024.
  • 2,600 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.