Position in GS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$49,042,342
+$8,019,441 QoQ
Shares Held
48,491
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
7.81%
of 13F equity value
Holder Rank
#285
of 3,125 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Wharton Business Group, LLC holds $49,650,439 across 2 Capital Markets names. GS ranks #1 (98.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
48,491 | $49,042,342 | |
| 2 | MS |
Morgan Stanley
|
2,909 | $608,097 |
All Filings in GS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,042,342 | 48,491 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $41,022,901 | 48,491 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $42,878,499 | 48,781 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $40,112,945 | 50,371 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $42,426,781 | 59,946 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $37,549,789 | 68,736 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $39,380,795 | 68,773 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $33,871,465 | 68,412 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $26,586,012 | 58,777 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $24,523,415 | 58,712 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $22,649,328 | 58,712 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $19,196,437 | 59,327 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $19,114,365 | 59,262 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $19,444,072 | 59,442 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $20,411,193 | 59,442 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $17,410,686 | 59,412 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $17,551,505 | 59,092 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $18,422,881 | 55,810 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $20,820,666 | 54,426 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $20,574,660 | 54,426 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $20,665,788 | 54,451 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $17,831,637 | 54,531 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $14,404,103 | 54,621 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $10,977,182 | 54,621 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $9,309,482 | 47,108 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||