Position in GS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$732,231
+$81,665 QoQ
Shares Held
724
-5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,941
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, 2026Waldron Private Wealth LLC holds $1,493,972 across 2 Capital Markets names. GS ranks #2 (49.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,644 | $761,741 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
724 | $732,231 |
All Filings in GS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $732,231 | 724 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $650,566 | 769 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $663,645 | 755 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $706,362 | 887 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $825,944 | 1,167 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $665,927 | 1,219 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,905,678 | 3,328 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,348,183 | 2,723 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,085,115 | 2,399 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $993,684 | 2,379 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $774,240 | 2,007 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $697,293 | 2,155 | Shares | Sole | 2024-08-29 | |
| 2023-06-30 | $713,135 | 2,211 | Shares | Sole | 2024-08-29 | |
| 2023-03-31 | $823,008 | 2,516 | Shares | Sole | 2024-08-29 | |
| 2022-12-31 | $671 | 2,292 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $671,670 | 2,292 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $598,495 | 2,015 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $627,850 | 1,902 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $674,818 | 1,764 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $660,040 | 1,746 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $472,135 | 1,244 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $448,317 | 1,371 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $317,506 | 1,204 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $258,246 | 1,285 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $213,627 | 1,081 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||