MinichMacGregor Wealth Management, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1744318
Saratoga Springs, NY
Position in GS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$461,184
+$41,573 QoQ
Shares Held
456
-8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,244
of 3,125 holders
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MinichMacGregor Wealth Management, LLC holds $765,337 across 2 Capital Markets names. GS ranks #1 (60.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
456 | $461,184 | |
| 2 | MS |
Morgan Stanley
|
1,455 | $304,153 |
All Filings in GS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,184 | 456 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $419,611 | 496 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $460,596 | 524 | Shares | Sole | 2026-02-17 | |
| 2022-12-31 | $21,632 | 63 | Shares | Sole | 2023-01-09 | |
| 2020-03-31 | $615,577 | 3,982 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||