Position in GS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$291,274
+$54,397 QoQ
Shares Held
288
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#2,596
of 3,125 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 0%
Shared 96%
None 4%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Meridian Wealth Partners, LLC holds $504,076 across 2 Capital Markets names. GS ranks #1 (57.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
288 | $291,274 | |
| 2 | MS |
Morgan Stanley
|
1,018 | $212,802 |
All Filings in GS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,274 | 288 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $236,877 | 280 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $249,636 | 284 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $222,181 | 279 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $220,818 | 312 | Shares | Defined | 2025-08-13 | |
| 2024-06-30 | $219,375 | 485 | Shares | Defined | 2024-08-12 | |
| 2021-09-30 | $78,252 | 207 | Shares | Defined | 2021-11-12 | |
| 2021-03-31 | $132,762 | 406 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $104,692 | 397 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $62,501 | 311 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $61,262 | 310 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $47,922 | 310 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||