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Whalen Wealth Management’s Goldman Sachs GS Stock Holding History

Whalen 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
Q3 		$736K Sell
817
-3
-0.4% -$3.07K 0.31% 87
2026
Q2 		$829K Sell
820
-225
-22% -$219K 0.37% 76
2026
Q1 		$884K Buy
1,045
+93
+10% +$83K 0.47% 53
2025
Q4 		$836K Buy
+952
New +$777K 0.45% 59
2024
Q2 		– Sell
-557
Closed -$233K – 118
2024
Q1 		$233K Buy
+557
New +$216K 0.17% 94

Other funds holding GS

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return

Whalen Wealth Management's GS Position: Q3 2026 in Review

Whalen Wealth Management reduced its Goldman Sachs (GS) stake by 0.37% in Q3 2026, selling an estimated $3.07K and leaving 817 shares worth $736K. The position accounts for 0.31% of the portfolio, ranked #87.

Whalen Wealth Management first reported a position in GS in Q1 2024 and has held it in 5 quarters since. The position peaked at $884K in Q1 2026. 153 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Whalen Wealth Management held 817 shares of Goldman Sachs worth $736K as of Q3 2026.
  • Whalen Wealth Management sold 3 Goldman Sachs shares in Q3 2026, an estimated $3.07K.
  • Goldman Sachs made up 0.31% of Whalen Wealth Management's portfolio in Q3 2026, its #87 holding.
  • Whalen Wealth Management first reported a position in Goldman Sachs in Q1 2024 and has held it in 5 quarters since.
  • Whalen Wealth Management's Goldman Sachs position peaked at $884K in Q1 2026.
  • 153 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.