Position in GS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,450,304
+$747,287 QoQ
Shares Held
1,434
+72.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,518
of 3,125 holders
Holding Since
Mar 2021
22 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, 20261900 WEALTH MANAGEMENT LLC holds $1,957,644 across 2 Capital Markets names. GS ranks #1 (74.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
1,434 | $1,450,304 | |
| 2 | MS |
Morgan Stanley
|
2,427 | $507,340 |
All Filings in GS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,450,304 | 1,434 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $703,017 | 831 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $712,869 | 811 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $620,356 | 779 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $546,383 | 772 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $424,467 | 777 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $433,473 | 757 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $373,312 | 754 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $339,240 | 750 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $311,596 | 746 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $336,391 | 872 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $281,829 | 871 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $280,932 | 871 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $284,912 | 871 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $299,083 | 871 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $231,802 | 791 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $239,101 | 805 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $265,730 | 805 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $307,952 | 805 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $304,314 | 805 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $305,521 | 805 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $230,535 | 705 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||