Whitaker-Myers Wealth Managers’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.4M Buy
+2,372
New +$2.31M 0.4% 43
2026
Q1
Sell
-339
Closed -$298K 115
2025
Q4
$298K Sell
339
-2,732
-89% -$2.23M 0.06% 104
2025
Q3
$2.45M Buy
3,071
+2,137
+229% +$1.58M 0.53% 26
2025
Q2
$661K Buy
934
+159
+21% +$92.1K 0.17% 61
2025
Q1
$423K Buy
+775
New +$466K 0.12% 78

Other funds holding GS

Whitaker-Myers Wealth Managers's GS Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers opened a new position in Goldman Sachs (GS) in Q2 2026: 2,372 shares worth $2.4M. The stake represents 0.4% of the portfolio and ranks #43 among its holdings. This is a return to the name: Whitaker-Myers Wealth Managers previously reported a position in GS as recently as Q4 2025.

Whitaker-Myers Wealth Managers first reported a position in GS in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.45M in Q3 2025. 3,164 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Whitaker-Myers Wealth Managers held 2,372 shares of Goldman Sachs worth $2.4M as of Q2 2026.
  • Goldman Sachs was a new Whitaker-Myers Wealth Managers position in Q2 2026.
  • Goldman Sachs made up 0.4% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #43 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Goldman Sachs in Q1 2025 and has held it in 5 quarters since.
  • Whitaker-Myers Wealth Managers's Goldman Sachs position peaked at $2.45M in Q3 2025.
  • 3,164 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.