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WealthBridge Investment Counsel’s Goldman Sachs GS Stock Holding History

WealthBridge Investment Counsel’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 		$20.4M Sell
20,129
-708
-3% -$690K 5.44% 3
2026
Q1 		$17.6M Sell
20,837
-355
-2% -$317K 5.38% 3
2025
Q4 		$18.6M Sell
21,192
-736
-3% -$601K 5.59% 3
2025
Q3 		$17.5M Sell
21,928
-725
-3% -$537K 5.38% 2
2025
Q2 		$16M Sell
22,653
-650
-3% -$377K 5.2% 3
2025
Q1 		$12.7M Sell
23,303
-337
-1% -$203K 4.63% 3
2024
Q4 		$13.5M Sell
23,640
-220
-0.9% -$123K 4.97% 2
2024
Q3 		$11.8M Sell
23,860
-310
-1% -$152K 4.19% 3
2024
Q2 		$10.9M Sell
24,170
-1,795
-7% -$788K 4.18% 3
2024
Q1 		$10.8M Sell
25,965
-285
-1% -$111K 4.02% 6
2023
Q4 		$10.1M Sell
26,250
-85
-0.3% -$28.4K 4.05% 4
2023
Q3 		$8.52M Sell
26,335
-330
-1% -$110K 3.72% 10
2023
Q2 		$8.6M Buy
26,665
+290
+1% +$95.3K 3.62% 8
2023
Q1 		$8.63M Sell
26,375
-190
-0.7% -$66.1K 3.82% 7
2022
Q4 		$9.12M Sell
26,565
-140
-0.5% -$48.7K 3.99% 6
2022
Q3 		$7.83M Buy
26,705
+1,085
+4% +$352K 4.12% 5
2022
Q2 		$7.61M Buy
25,620
+240
+0.9% +$74.7K 3.86% 9
2022
Q1 		$8.38M Buy
25,380
+430
+2% +$152K 3.7% 7
2021
Q4 		$9.54M Sell
24,950
-305
-1% -$121K 4.05% 6
2021
Q3 		$9.55M Sell
25,255
-718
-3% -$280K 4.29% 5
2021
Q2 		$9.86M Sell
25,973
-270
-1% -$96.6K 4.36% 5
2021
Q1 		$8.58M Sell
26,243
-50
-0.2% -$15.6K 4.19% 7
2020
Q4 		$6.93M Hold
26,293
– – 3.63% 8
2020
Q3 		$5.28M Sell
26,293
-75
-0.3% -$15.3K 3.22% 14
2020
Q2 		$5.21M Buy
26,368
+175
+0.7% +$32.9K 3.46% 10
2020
Q1 		$4.05M Sell
26,193
-400
-2% -$84.9K 3.44% 15
2019
Q4 		$6.12M Buy
+26,593
New +$5.77M 3.47% 10

Other funds holding GS

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

WealthBridge Investment Counsel's GS Position: Q2 2026 in Review

WealthBridge Investment Counsel reduced its Goldman Sachs (GS) stake by 3.4% in Q2 2026, selling an estimated $690K and leaving 20,129 shares worth $20.4M. The position accounts for 5.44% of the portfolio, ranked #3.

WealthBridge Investment Counsel first reported a position in GS in Q4 2019 and has held it in 27 quarters since. 1,560 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • WealthBridge Investment Counsel held 20,129 shares of Goldman Sachs worth $20.4M as of Q2 2026.
  • WealthBridge Investment Counsel sold 708 Goldman Sachs shares in Q2 2026, an estimated $690K.
  • Goldman Sachs made up 5.44% of WealthBridge Investment Counsel's portfolio in Q2 2026, its #3 holding.
  • WealthBridge Investment Counsel first reported a position in Goldman Sachs in Q4 2019 and has held it in 27 quarters since.
  • 1,560 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on WealthBridge Investment Counsel's 13F filing for Q2 2026, filed 15 Jul 2026.