Connecticut Wealth Management, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1689829 FARMINGTON, CT

Position in GS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,111,495

+$181,752 QoQ

Shares Held

1,099

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,667

of 3,125 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Connecticut Wealth Management, LLC holds $1,821,495 across 3 Capital Markets names. GS ranks #1 (61.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	1,099	$1,111,495
2	MS	Morgan Stanley	2,403	$502,323
3	IBKR	Interactive Brokers Group, Inc.	2,386	$207,677

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,111,495	1,099	0.0%	Shares	Sole	2026-07-29
2026-03-31	$929,743	1,099	+1.0%	Shares	Sole	2026-05-01
2025-12-31	$956,352	1,088	0.0%	Shares	Sole	2026-02-12
2025-09-30	$866,428	1,088	-1.7%	Shares	Sole	2025-11-13
2025-06-30	$783,479	1,107	-4.7%	Shares	Sole	2025-08-14
2025-03-31	$634,242	1,161	+0.7%	Shares	Sole	2025-05-15
2024-12-31	$660,230	1,153	-7.5%	Shares	Sole	2025-02-18
2024-09-30	$617,402	1,247	+14.0%	Shares	Sole	2024-11-13
2024-06-30	$494,838	1,094	+0.6%	Shares	Sole	2024-08-13
2024-03-31	$454,029	1,087	-0.3%	Shares	Sole	2024-05-01
2023-12-31	$420,489	1,090	+4.8%	Shares	Sole	2024-02-06
2023-09-30	$336,512	1,040	-8.4%	Shares	Sole	2023-10-19
2023-06-30	$366,082	1,135	+21.8%	Shares	Sole	2023-07-25
2023-03-31	$304,866	932	-1.7%	Shares	Sole	2023-04-18
2022-12-31	$325,524	948	+3.8%	Shares	Sole	2023-01-17
2022-09-30	$267,554	913	+29.7%	Shares	Sole	2022-11-02
2022-06-30	$209,102	704	+2.8%	Shares	Sole	2022-07-12
2022-03-31	$226,118	685	—	Shares	Sole	2022-04-18
No filing history on record for this holder in this stock.