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Whipplewood Advisors’s Goldman Sachs GS Stock Holding History

Whipplewood Advisors’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 		$4.04K Sell
4
-37
-90% -$36.1K ﹤0.01% 343
2026
Q1 		$34.7K Buy
+41
New +$36.6K 0.02% 314
2025
Q3 		– Sell
-50
Closed -$35.4K – 667
2025
Q2 		$35.4K Sell
50
-56,695
-100% -$32.9M 0.02% 377
2025
Q1 		$26.2K Buy
56,745
+56,686
+96,078% +$34.1M 0.02% 406
2024
Q4 		$33.8K Buy
+59
New +$32.9K 0.02% 370

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Whipplewood Advisors's GS Position: Q2 2026 in Review

Whipplewood Advisors reduced its Goldman Sachs (GS) stake by 90% in Q2 2026, selling an estimated $36.1K and leaving 4 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Whipplewood Advisors first reported a position in GS in Q4 2024 and has held it in 5 quarters since. The position peaked at $35.4K in Q2 2025. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Whipplewood Advisors held 4 shares of Goldman Sachs worth $4.04K as of Q2 2026.
  • Whipplewood Advisors sold 37 Goldman Sachs shares in Q2 2026, an estimated $36.1K.
  • Goldman Sachs made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #343 holding.
  • Whipplewood Advisors first reported a position in Goldman Sachs in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Goldman Sachs position peaked at $35.4K in Q2 2025.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.