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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Worth Asset Management's GS Position: Q2 2026 in Review

Worth Asset Management increased its Goldman Sachs (GS) stake by 134% in Q2 2026, buying an estimated $312K and bringing the position to 559 shares worth $565K. The position accounts for 0.18% of the portfolio, ranked #104.

Worth Asset Management first reported a position in GS in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.83M in Q3 2025. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Worth Asset Management held 559 shares of Goldman Sachs worth $565K as of Q2 2026.
Worth Asset Management bought 320 Goldman Sachs shares in Q2 2026, an estimated $312K.
Goldman Sachs made up 0.18% of Worth Asset Management's portfolio in Q2 2026, its #104 holding.
Worth Asset Management first reported a position in Goldman Sachs in Q1 2022 and has held it in 11 quarters since.
Worth Asset Management's Goldman Sachs position peaked at $1.83M in Q3 2025.
3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.