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Wealthquest’s Goldman Sachs GS Stock Holding History

Wealthquest’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 		$406K Buy
401
+143
+55% +$139K 0.03% 114
2026
Q1 		$218K Buy
+258
New +$230K 0.02% 141

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
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

Wealthquest's GS Position: Q2 2026 in Review

Wealthquest increased its Goldman Sachs (GS) stake by 55% in Q2 2026, buying an estimated $139K and bringing the position to 401 shares worth $406K. The position accounts for 0.03% of the portfolio, ranked #114.

Wealthquest first reported a position in GS in Q1 2026 and has held it in 2 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Wealthquest held 401 shares of Goldman Sachs worth $406K as of Q2 2026.
  • Wealthquest bought 143 Goldman Sachs shares in Q2 2026, an estimated $139K.
  • Goldman Sachs made up 0.03% of Wealthquest's portfolio in Q2 2026, its #114 holding.
  • Wealthquest first reported a position in Goldman Sachs in Q1 2026 and has held it in 2 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.