Wellington Shields & Co
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Wellington Shields & Co’s Goldman Sachs GS Stock Holding History

Wellington Shields & Co’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 		– Sell
-138
Closed -$140K – 147
2026
Q2 		$140K Hold
138
– – 0.03% 266
2026
Q1 		$117K Buy
138
+13
+10% +$11.6K 0.03% 268
2025
Q4 		$110K Hold
125
– – 0.03% 275
2025
Q3 		$100K Hold
125
– – 0.03% 275
2025
Q2 		$88.5K Buy
+125
New +$72.4K 0.03% 270
2021
Q1 		– Sell
-850
Closed -$224K – 202
2020
Q4 		$224K Sell
850
-900
-51% -$200K 0.08% 163
2020
Q3 		$352K Buy
1,750
+600
+52% +$122K 0.15% 119
2020
Q2 		$227K Sell
1,150
-200
-15% -$37.5K 0.1% 144
2020
Q1 		$209K Hold
1,350
– – 0.12% 139
2019
Q4 		$310K Buy
+1,350
New +$293K 0.14% 133
2019
Q3 		– Sell
-1,650
Closed -$338K – 143
2019
Q2 		$338K Buy
+1,650
New +$327K 0.16% 125

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Wellington Shields & Co's GS Position: Q3 2026 in Review

Wellington Shields & Co sold out of Goldman Sachs (GS) in Q3 2026, closing a stake of 138 shares — an estimated $140K sold.

Wellington Shields & Co first reported a position in GS in Q2 2019 and held it in 11 quarters. The position peaked at $352K in Q3 2020. 2,130 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Wellington Shields & Co reported no remaining Goldman Sachs position as of Q3 2026 after selling out during the quarter.
  • Wellington Shields & Co sold 138 Goldman Sachs shares in Q3 2026, an estimated $140K.
  • Wellington Shields & Co first reported a position in Goldman Sachs in Q2 2019 and held it in 11 quarters.
  • Wellington Shields & Co's Goldman Sachs position peaked at $352K in Q3 2020.
  • 2,130 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Wellington Shields & Co's 13F filing for Q3 2026, filed 3 Nov 2026.