Welch & Forbes
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Welch & Forbes’s Goldman Sachs GS Stock Holding History

Welch & Forbes’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
Q3 		$1.46M Hold
1,625
– – 0.02% 201
2026
Q2 		$1.64M Buy
1,625
+36
+2% +$35.1K 0.02% 194
2026
Q1 		$1.34M Buy
1,589
+159
+11% +$142K 0.02% 202
2025
Q4 		$1.26M Buy
1,430
+11
+0.8% +$8.98K 0.02% 213
2025
Q3 		$1.13M Sell
1,419
-400
-22% -$296K 0.01% 217
2025
Q2 		$1.29M Buy
1,819
+388
+27% +$225K 0.02% 211
2025
Q1 		$782K Buy
1,431
+13
+0.9% +$7.82K 0.01% 238
2024
Q4 		$812K Buy
1,418
+130
+10% +$72.5K 0.01% 239
2024
Q3 		$638K Sell
1,288
-8
-0.6% -$3.91K 0.01% 262
2024
Q2 		$605K Buy
1,296
+37
+3% +$16.2K 0.01% 263
2024
Q1 		$526K Hold
1,259
– – 0.01% 284
2023
Q4 		$486K Hold
1,259
– – 0.01% 286
2023
Q3 		$407K Hold
1,259
– – 0.01% 300
2023
Q2 		$406K Sell
1,259
-64
-5% -$21K 0.01% 303
2023
Q1 		$433K Buy
1,323
+2
+0.2% +$696 0.01% 291
2022
Q4 		$454K Hold
1,321
– – 0.01% 293
2022
Q3 		$387K Buy
1,321
+62
+5% +$20.1K 0.01% 299
2022
Q2 		$375K Sell
1,259
-150
-11% -$46.7K 0.01% 304
2022
Q1 		$465K Sell
1,409
-44
-3% -$15.5K 0.01% 296
2021
Q4 		$556K Sell
1,453
-22
-1% -$8.71K 0.01% 284
2021
Q3 		$558K Hold
1,475
– – 0.01% 278
2021
Q2 		$560K Hold
1,475
– – 0.01% 282
2021
Q1 		$482K Hold
1,475
– – 0.01% 281
2020
Q4 		$388K Hold
1,475
– – 0.01% 305
2020
Q3 		$296K Buy
1,475
+24
+2% +$4.88K 0.01% 307
2020
Q2 		$287K Buy
1,451
+82
+6% +$15.4K 0.01% 305
2020
Q1 		$211K Sell
1,369
-250
-15% -$53.1K 0.01% 309
2019
Q4 		$372K Buy
+1,619
New +$351K 0.01% 283
2015
Q1 		– Sell
-1,154
Closed -$224K – 338
2014
Q4 		$224K Buy
+1,154
New +$217K 0.01% 322

Other funds holding GS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Welch & Forbes's GS Position: Q3 2026 in Review

Welch & Forbes held its Goldman Sachs (GS) position steady in Q3 2026 at 1,625 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #201.

Welch & Forbes first reported a position in GS in Q4 2014 and has held it in 29 quarters since. The position peaked at $1.64M in Q2 2026. 1,848 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Welch & Forbes held 1,625 shares of Goldman Sachs worth $1.46M as of Q3 2026.
  • Welch & Forbes left its Goldman Sachs share count unchanged in Q3 2026.
  • Goldman Sachs made up 0.02% of Welch & Forbes's portfolio in Q3 2026, its #201 holding.
  • Welch & Forbes first reported a position in Goldman Sachs in Q4 2014 and has held it in 29 quarters since.
  • Welch & Forbes's Goldman Sachs position peaked at $1.64M in Q2 2026.
  • 1,848 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Welch & Forbes's 13F filing for Q3 2026, filed 4 Nov 2026.