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Wellington-Altus USA’s Goldman Sachs GS Stock Holding History

Wellington-Altus USA’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 		$739K Sell
874
-32
-4% -$31.2K 0.53% 38
2026
Q1 		$916K Buy
906
+69
+8% +$61.6K 0.54% 39
2025
Q4 		$736K Buy
+837
New +$683K 0.54% 42

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

Wellington-Altus USA's GS Position: Q2 2026 in Review

Wellington-Altus USA reduced its Goldman Sachs (GS) stake by 3.5% in Q2 2026, selling an estimated $31.2K and leaving 874 shares worth $739K. The position accounts for 0.53% of the portfolio, ranked #38.

Wellington-Altus USA first reported a position in GS in Q4 2025 and has held it in 3 quarters since. The position peaked at $916K in Q1 2026. 3,180 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Wellington-Altus USA held 874 shares of Goldman Sachs worth $739K as of Q2 2026.
  • Wellington-Altus USA sold 32 Goldman Sachs shares in Q2 2026, an estimated $31.2K.
  • Goldman Sachs made up 0.53% of Wellington-Altus USA's portfolio in Q2 2026, its #38 holding.
  • Wellington-Altus USA first reported a position in Goldman Sachs in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Goldman Sachs position peaked at $916K in Q1 2026.
  • 3,180 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.