WT Wealth Management’s Goldman Sachs GS Stock Holding History

WT Wealth 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	$3.43M	Buy	+3,388	New	+$3.3M	0.95%	28
2023 Q1	–	Sell	-4,698	Closed	-$1.61M	–	108
2022 Q4	$1.61M	Sell	4,698 -446	-9%	-$155K	0.78%	37
2022 Q3	$1.51M	Buy	5,144 +696	+16%	+$225K	0.76%	36
2022 Q2	$1.32M	Sell	4,448 -1,101	-20%	-$343K	0.65%	54
2022 Q1	$1.83M	Buy	5,549 +278	+5%	+$98.2K	0.7%	41
2021 Q4	$2.02M	Buy	5,271 +1,151	+28%	+$456K	0.74%	44
2021 Q3	$1.56M	Buy	4,120 +685	+20%	+$268K	0.6%	53
2021 Q2	$1.3M	Buy	3,435 +1,079	+46%	+$386K	0.53%	60
2021 Q1	$771K	Buy	+2,356	New	+$733K	0.36%	82

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

WT Wealth Management's GS Position: Q2 2026 in Review

WT Wealth Management opened a new position in Goldman Sachs (GS) in Q2 2026: 3,388 shares worth $3.43M. The stake represents 0.95% of the portfolio and ranks #28 among its holdings. This is a return to the name: WT Wealth Management previously reported a position in GS as recently as Q4 2022.

WT Wealth Management first reported a position in GS in Q1 2021 and has held it in 9 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

WT Wealth Management held 3,388 shares of Goldman Sachs worth $3.43M as of Q2 2026.
Goldman Sachs was a new WT Wealth Management position in Q2 2026.
Goldman Sachs made up 0.95% of WT Wealth Management's portfolio in Q2 2026, its #28 holding.
WT Wealth Management first reported a position in Goldman Sachs in Q1 2021 and has held it in 9 quarters since.
3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.