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Zhang Financial’s Goldman Sachs GS Stock Holding History

Zhang Financial’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 		$7.69M Buy
7,607
+269
+4% +$262K 0.22% 66
2026
Q1 		$6.21M Buy
7,338
+1,415
+24% +$1.26M 0.21% 64
2025
Q4 		$5.21M Buy
5,923
+201
+4% +$164K 0.19% 71
2025
Q3 		$4.56M Sell
5,722
-121
-2% -$89.7K 0.19% 69
2025
Q2 		$4.14M Buy
5,843
+91
+2% +$52.7K 0.19% 66
2025
Q1 		$3.14M Buy
5,752
+1,111
+24% +$669K 0.17% 74
2024
Q4 		$2.66M Buy
4,641
+467
+11% +$260K 0.15% 81
2024
Q3 		$2.07M Buy
4,174
+201
+5% +$98.3K 0.13% 90
2024
Q2 		$1.8M Buy
3,973
+514
+15% +$226K 0.13% 94
2024
Q1 		$1.44M Buy
3,459
+1,084
+46% +$421K 0.11% 110
2023
Q4 		$916K Buy
2,375
+107
+5% +$35.7K 0.08% 133
2023
Q3 		$734K Buy
2,268
+298
+15% +$99.6K 0.07% 135
2023
Q2 		$635K Buy
1,970
+294
+18% +$96.7K 0.07% 143
2023
Q1 		$548K Buy
1,676
+436
+35% +$152K 0.06% 144
2022
Q4 		$426K Buy
+1,240
New +$432K 0.05% 156

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Zhang Financial's GS Position: Q2 2026 in Review

Zhang Financial increased its Goldman Sachs (GS) stake by 3.7% in Q2 2026, buying an estimated $262K and bringing the position to 7,607 shares worth $7.69M. The position accounts for 0.22% of the portfolio, ranked #66.

Zhang Financial first reported a position in GS in Q4 2022 and has held it in 15 quarters since. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Zhang Financial held 7,607 shares of Goldman Sachs worth $7.69M as of Q2 2026.
  • Zhang Financial bought 269 Goldman Sachs shares in Q2 2026, an estimated $262K.
  • Goldman Sachs made up 0.22% of Zhang Financial's portfolio in Q2 2026, its #66 holding.
  • Zhang Financial first reported a position in Goldman Sachs in Q4 2022 and has held it in 15 quarters since.
  • 3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.