Zuckerman Investment Group’s Goldman Sachs GS Stock Holding History

Zuckerman Investment Group’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	$1.35M	Sell	1,331 -14	-1%	-$13.6K	0.11%	73
2026 Q1	$1.14M	Hold	1,345	–	–	0.11%	69
2025 Q4	$1.18M	Sell	1,345 -225	-14%	-$184K	0.11%	70
2025 Q3	$1.25M	Sell	1,570 -3	-0.2%	-$2.22K	0.12%	78
2025 Q2	$1.11M	Buy	1,573 +402	+34%	+$233K	0.11%	78
2025 Q1	$640K	Buy	1,171 +600	+105%	+$361K	0.07%	96
2024 Q4	$361K	Hold	571	–	–	0.03%	117
2024 Q3	$283K	Buy	571 +1	+0.2%	+$489	0.03%	122
2024 Q2	$258K	Hold	570	–	–	0.03%	126
2024 Q1	$238K	Hold	570	–	–	0.03%	126
2023 Q4	$220K	Buy	+570	New	+$190K	0.03%	118
2023 Q2	–	Sell	-646	Closed	-$211K	–	124
2023 Q1	$211K	Hold	646	–	–	0.03%	110
2022 Q4	$222K	Buy	+646	New	+$225K	0.04%	117

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

Zuckerman Investment Group's GS Position: Q2 2026 in Review

Zuckerman Investment Group reduced its Goldman Sachs (GS) stake by 1% in Q2 2026, selling an estimated $13.6K and leaving 1,331 shares worth $1.35M. The position accounts for 0.11% of the portfolio, ranked #73.

Zuckerman Investment Group first reported a position in GS in Q4 2022 and has held it in 13 quarters since. 3,175 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Zuckerman Investment Group held 1,331 shares of Goldman Sachs worth $1.35M as of Q2 2026.
Zuckerman Investment Group sold 14 Goldman Sachs shares in Q2 2026, an estimated $13.6K.
Goldman Sachs made up 0.11% of Zuckerman Investment Group's portfolio in Q2 2026, its #73 holding.
Zuckerman Investment Group first reported a position in Goldman Sachs in Q4 2022 and has held it in 13 quarters since.
3,175 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.