WMWM
GS icon

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

Whitaker-Myers Wealth Managers’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 		– Sell
-2,372
Closed -$2.4M – 126
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

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
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Whitaker-Myers Wealth Managers's GS Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers sold out of Goldman Sachs (GS) in Q3 2026, closing a stake of 2,372 shares — an estimated $2.4M sold.

Whitaker-Myers Wealth Managers first reported a position in GS in Q1 2025 and held it in 5 quarters. The position peaked at $2.45M in Q3 2025. 302 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Whitaker-Myers Wealth Managers reported no remaining Goldman Sachs position as of Q3 2026 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 2,372 Goldman Sachs shares in Q3 2026, an estimated $2.4M.
  • Whitaker-Myers Wealth Managers first reported a position in Goldman Sachs in Q1 2025 and held it in 5 quarters.
  • Whitaker-Myers Wealth Managers's Goldman Sachs position peaked at $2.45M in Q3 2025.
  • 302 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.