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WealthShield Partners’s Goldman Sachs GS Stock Holding History

WealthShield 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 		$493K Sell
487
-474
-49% -$462K 0.08% 161
2026
Q1 		$813K Buy
961
+45
+5% +$40.1K 0.09% 206
2025
Q4 		$805K Buy
916
+176
+24% +$144K 0.09% 203
2025
Q3 		$589K Buy
740
+2
+0.3% +$1.48K 0.07% 222
2025
Q2 		$523K Sell
738
-10
-1% -$5.79K 0.06% 232
2025
Q1 		$409K Buy
748
+145
+24% +$87.3K 0.05% 237
2024
Q4 		$345K Sell
603
-42
-7% -$23.4K 0.05% 234
2024
Q3 		$319K Buy
645
+71
+12% +$34.7K 0.04% 243
2024
Q2 		$259K Hold
574
– – 0.04% 250
2024
Q1 		$240K Buy
+574
New +$223K 0.04% 251
2022
Q1 		– Sell
-966
Closed -$369K – 351
2021
Q4 		$369K Buy
+966
New +$382K 0.06% 212
2021
Q2 		– Sell
-253
Closed -$83K – 922
2021
Q1 		$83K Buy
+253
New +$78.8K 0.01% 368
2018
Q3 		– Sell
-46,036
Closed -$55K – 264
2018
Q2 		$55K Buy
+46,036
New +$11M 0.03% 157

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

WealthShield Partners's GS Position: Q2 2026 in Review

WealthShield Partners reduced its Goldman Sachs (GS) stake by 49% in Q2 2026, selling an estimated $462K and leaving 487 shares worth $493K. The position accounts for 0.08% of the portfolio, ranked #161.

WealthShield Partners first reported a position in GS in Q2 2018 and has held it in 13 quarters since. The position peaked at $813K in Q1 2026. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • WealthShield Partners held 487 shares of Goldman Sachs worth $493K as of Q2 2026.
  • WealthShield Partners sold 474 Goldman Sachs shares in Q2 2026, an estimated $462K.
  • Goldman Sachs made up 0.08% of WealthShield Partners's portfolio in Q2 2026, its #161 holding.
  • WealthShield Partners first reported a position in Goldman Sachs in Q2 2018 and has held it in 13 quarters since.
  • WealthShield Partners's Goldman Sachs position peaked at $813K in Q1 2026.
  • 3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.