WAM
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Worth Asset Management’s Goldman Sachs GS Stock Holding History

Worth Asset 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
Q2 		$565K Buy
559
+320
+134% +$312K 0.18% 104
2026
Q1 		$202K Sell
239
-683
-74% -$609K 0.08% 179
2025
Q4 		$810K Sell
922
-1,374
-60% -$1.12M 0.34% 60
2025
Q3 		$1.83M Buy
+2,296
New +$1.7M 0.82% 25
2024
Q3 		– Sell
-3,944
Closed -$1.78M – 142
2024
Q2 		$1.78M Buy
+3,944
New +$1.73M 1.06% 23
2023
Q3 		– Sell
-70
Closed -$22.6K – 219
2023
Q2 		$22.6K Hold
70
– – 0.02% 232
2023
Q1 		$22.9K Hold
70
– – 0.02% 252
2022
Q4 		$24K Hold
70
– – 0.02% 248
2022
Q3 		$21K Sell
70
-40
-36% -$13K 0.02% 217
2022
Q2 		$33K Hold
110
– – 0.02% 245
2022
Q1 		$33K Buy
+110
New +$38.9K 0.02% 255

Other funds holding GS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM