Weatherly Asset Management’s Goldman Sachs GS Stock Holding History

Weatherly Asset Management’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	$229K	Buy	+227	New	+$221K	0.02%	180
2018 Q1	–	Sell	-803	Closed	-$205K	–	199
2017 Q4	$205K	Buy	+803	New	+$197K	0.05%	197
2017 Q2	–	Sell	-978	Closed	-$225K	–	186
2017 Q1	$225K	Buy	978 +61	+7%	+$14.7K	0.07%	164
2016 Q4	$220K	Buy	+917	New	+$186K	0.07%	163

Other funds holding GS

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Weatherly Asset Management's GS Position: Q2 2026 in Review

Weatherly Asset Management opened a new position in Goldman Sachs (GS) in Q2 2026: 227 shares worth $229K. The stake represents 0.02% of the portfolio and ranks #180 among its holdings. This is a return to the name: Weatherly Asset Management previously reported a position in GS as recently as Q4 2017.

Weatherly Asset Management first reported a position in GS in Q4 2016 and has held it in 4 quarters since. 907 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Weatherly Asset Management held 227 shares of Goldman Sachs worth $229K as of Q2 2026.
Goldman Sachs was a new Weatherly Asset Management position in Q2 2026.
Goldman Sachs made up 0.02% of Weatherly Asset Management's portfolio in Q2 2026, its #180 holding.
Weatherly Asset Management first reported a position in Goldman Sachs in Q4 2016 and has held it in 4 quarters since.
907 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.