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Werba Rubin Papier Wealth Management’s Goldman Sachs GS Stock Holding History

Werba Rubin Papier Wealth 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 		$661K Sell
654
-3
-0.5% -$2.92K 0.08% 131
2026
Q1 		$556K Buy
657
+56
+9% +$50K 0.08% 129
2025
Q4 		$528K Buy
601
+126
+27% +$103K 0.14% 106
2025
Q3 		$378K Buy
475
+16
+3% +$11.9K 0.06% 145
2025
Q2 		$325K Buy
+459
New +$266K 0.06% 149
2025
Q1 		– Sell
-457
Closed -$262K – 198
2024
Q4 		$262K Buy
457
+32
+8% +$17.8K 0.06% 146
2024
Q3 		$211K Buy
+425
New +$208K 0.05% 171

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

Werba Rubin Papier Wealth Management's GS Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its Goldman Sachs (GS) stake by 0.46% in Q2 2026, selling an estimated $2.92K and leaving 654 shares worth $661K. The position accounts for 0.08% of the portfolio, ranked #131.

Werba Rubin Papier Wealth Management first reported a position in GS in Q3 2024 and has held it in 7 quarters since. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 654 shares of Goldman Sachs worth $661K as of Q2 2026.
  • Werba Rubin Papier Wealth Management sold 3 Goldman Sachs shares in Q2 2026, an estimated $2.92K.
  • Goldman Sachs made up 0.08% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Goldman Sachs in Q3 2024 and has held it in 7 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.