Position in GS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$565,352
+$363,164 QoQ
Shares Held
559
+133.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#2,106
of 3,125 holders
Holding Since
Mar 2022
11 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, 2026Worth Asset Management, LLC holds $823,305 across 2 Capital Markets names. GS ranks #1 (68.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
559 | $565,352 | |
| 2 | MS |
Morgan Stanley
|
1,234 | $257,953 |
All Filings in GS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $565,352 | 559 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $202,188 | 239 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $810,438 | 922 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,828,419 | 2,296 | Shares | Sole | 2025-10-17 | |
| 2024-06-30 | $1,783,949 | 3,944 | Shares | Sole | 2024-07-11 | |
| 2023-06-30 | $22,577 | 70 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $22,897 | 70 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $24,036 | 70 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $20,513 | 70 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $32,672 | 110 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $36,311 | 110 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||