Westwood Wealth Management’s Goldman Sachs GS Stock Holding History

Westwood 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	$501K	Sell	495 -50	-9%	-$48.7K	0.15%	32
2026 Q1	$461K	Buy	+545	New	+$486K	0.18%	29
2025 Q4	–	Sell	-445	Closed	-$354K	–	112
2025 Q3	$354K	Buy	445 +50	+13%	+$37K	0.13%	37
2025 Q2	$280K	Hold	395	–	–	0.09%	44
2025 Q1	$216K	Hold	395	–	–	0.09%	43
2024 Q4	$226K	Buy	+395	New	+$220K	0.08%	43
2023 Q3	–	Sell	-1,095	Closed	-$353K	–	42
2023 Q2	$353K	Hold	1,095	–	–	0.25%	35
2023 Q1	$358K	Sell	1,095 -220	-17%	-$76.6K	0.32%	36
2022 Q4	$452K	Buy	1,315 +10	+0.8%	+$3.48K	0.54%	29
2022 Q3	$382K	Hold	1,305	–	–	0.34%	32
2022 Q2	$388K	Hold	1,305	–	–	0.45%	29
2022 Q1	$431K	Sell	1,305 -150	-10%	-$53K	0.17%	41
2021 Q4	$557K	Buy	+1,455	New	+$576K	0.24%	37

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Westwood Wealth Management's GS Position: Q2 2026 in Review

Westwood Wealth Management reduced its Goldman Sachs (GS) stake by 9.2% in Q2 2026, selling an estimated $48.7K and leaving 495 shares worth $501K. The position accounts for 0.15% of the portfolio, ranked #32.

Westwood Wealth Management first reported a position in GS in Q4 2021 and has held it in 13 quarters since. The position peaked at $557K in Q4 2021. 3,185 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Westwood Wealth Management held 495 shares of Goldman Sachs worth $501K as of Q2 2026.
Westwood Wealth Management sold 50 Goldman Sachs shares in Q2 2026, an estimated $48.7K.
Goldman Sachs made up 0.15% of Westwood Wealth Management's portfolio in Q2 2026, its #32 holding.
Westwood Wealth Management first reported a position in Goldman Sachs in Q4 2021 and has held it in 13 quarters since.
Westwood Wealth Management's Goldman Sachs position peaked at $557K in Q4 2021.
3,185 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Westwood Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.