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Willner & Heller’s Goldman Sachs GS Stock Holding History

Willner & Heller’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 		$2.35M Buy
2,323
+5
+0.2% +$4.88K 1.47% 14
2026
Q1 		$1.96M Sell
2,318
-29
-1% -$25.9K 1.46% 13
2025
Q4 		$2.06M Sell
2,347
-49
-2% -$40K 1.48% 12
2025
Q3 		$1.91M Sell
2,396
-87
-4% -$64.5K 1.47% 11
2025
Q2 		$1.76M Buy
2,483
+10
+0.4% +$5.79K 1.48% 12
2025
Q1 		$1.35M Buy
2,473
+14
+0.6% +$8.42K 1.25% 18
2024
Q4 		$1.41M Sell
2,459
-7
-0.3% -$3.9K 1.23% 18
2024
Q3 		$1.22M Buy
2,466
+26
+1% +$12.7K 1.09% 20
2024
Q2 		$1.1M Sell
2,440
-82
-3% -$36K 1.06% 22
2024
Q1 		$1.05M Sell
2,522
-30
-1% -$11.6K 1.05% 25
2023
Q4 		$984K Buy
+2,552
New +$852K 1.1% 24
2022
Q4 		$698K Buy
2,032
+9
+0.4% +$3.13K 0.99% 31
2022
Q3 		$593K Buy
2,023
+17
+0.8% +$5.51K 0.96% 32
2022
Q2 		$596K Buy
2,006
+325
+19% +$101K 0.93% 36
2022
Q1 		$643K Buy
1,681
+7
+0.4% +$2.47K 0.79% 42
2021
Q4 		$633K Buy
+1,674
New +$663K 0.84% 37

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Willner & Heller's GS Position: Q2 2026 in Review

Willner & Heller increased its Goldman Sachs (GS) stake by 0.22% in Q2 2026, buying an estimated $4.88K and bringing the position to 2,323 shares worth $2.35M. The position accounts for 1.47% of the portfolio, ranked #14.

Willner & Heller first reported a position in GS in Q4 2021 and has held it in 16 quarters since. 1,122 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Willner & Heller held 2,323 shares of Goldman Sachs worth $2.35M as of Q2 2026.
  • Willner & Heller bought 5 Goldman Sachs shares in Q2 2026, an estimated $4.88K.
  • Goldman Sachs made up 1.47% of Willner & Heller's portfolio in Q2 2026, its #14 holding.
  • Willner & Heller first reported a position in Goldman Sachs in Q4 2021 and has held it in 16 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.