Position in GS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$259,922
+$44,567 QoQ
Shares Held
257
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,684
of 3,125 holders
Holding Since
Dec 2020
3 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, 2026Altus Wealth Group LLC holds $845,861 across 2 Capital Markets names. GS ranks #2 (30.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,803 | $585,939 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
257 | $259,922 |
All Filings in GS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,922 | 257 | Shares | Sole | 2026-07-17 | |
| 2025-12-31 | $215,355 | 245 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $14,239 | 54 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||