Worth Asset Management
GS icon

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
Q3 		$548K Buy
608
+49
+9% +$50.1K 0.16% 132
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Worth Asset Management's GS Position: Q3 2026 in Review

Worth Asset Management increased its Goldman Sachs (GS) stake by 8.8% in Q3 2026, buying an estimated $50.1K and bringing the position to 608 shares worth $548K. The position accounts for 0.16% of the portfolio, ranked #132.

Worth Asset Management first reported a position in GS in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.83M in Q3 2025. 2,750 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Worth Asset Management held 608 shares of Goldman Sachs worth $548K as of Q3 2026.
  • Worth Asset Management bought 49 Goldman Sachs shares in Q3 2026, an estimated $50.1K.
  • Goldman Sachs made up 0.16% of Worth Asset Management's portfolio in Q3 2026, its #132 holding.
  • Worth Asset Management first reported a position in Goldman Sachs in Q1 2022 and has held it in 12 quarters since.
  • Worth Asset Management's Goldman Sachs position peaked at $1.83M in Q3 2025.
  • 2,750 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Worth Asset Management's 13F filing for Q3 2026, filed 7 Oct 2026.