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Wealth Management Partners’s Goldman Sachs GS Stock Holding History

Wealth Management Partners’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 		$1.22M Buy
1,208
+15
+1% +$14.6K 0.29% 68
2026
Q1 		$1.01M Sell
1,193
-7
-0.6% -$6.25K 0.29% 74
2025
Q4 		$1.05M Buy
1,200
+27
+2% +$22K 0.3% 66
2025
Q3 		$934K Sell
1,173
-10
-0.8% -$7.41K 0.3% 69
2025
Q2 		$841K Buy
1,183
+40
+3% +$23.2K 0.3% 68
2025
Q1 		$624K Buy
1,143
+18
+2% +$10.8K 0.29% 67
2024
Q4 		$644K Buy
1,125
+223
+25% +$124K 0.28% 69
2024
Q3 		$447K Hold
902
– – 0.21% 76
2024
Q2 		$408K Sell
902
-10
-1% -$4.39K 0.2% 73
2024
Q1 		$381K Buy
912
+38
+4% +$14.7K 0.19% 81
2023
Q4 		$337K Sell
874
-31
-3% -$10.3K 0.19% 82
2023
Q3 		$293K Buy
905
+118
+15% +$39.4K 0.18% 83
2023
Q2 		$254K Buy
+787
New +$259K 0.16% 100

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

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

Wealth Management Partners increased its Goldman Sachs (GS) stake by 1.3% in Q2 2026, buying an estimated $14.6K and bringing the position to 1,208 shares worth $1.22M. The position accounts for 0.29% of the portfolio, ranked #68.

Wealth Management Partners first reported a position in GS in Q2 2023 and has held it in 13 quarters since. 3,164 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Wealth Management Partners held 1,208 shares of Goldman Sachs worth $1.22M as of Q2 2026.
  • Wealth Management Partners bought 15 Goldman Sachs shares in Q2 2026, an estimated $14.6K.
  • Goldman Sachs made up 0.29% of Wealth Management Partners's portfolio in Q2 2026, its #68 holding.
  • Wealth Management Partners first reported a position in Goldman Sachs in Q2 2023 and has held it in 13 quarters since.
  • 3,164 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.