McGlone Suttner Wealth Management, Inc.
Position in GS — Goldman Sachs Group Inc
CIK 1964819
APPLETON, WI
Position in GS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$507,707
+$103,324 QoQ
Shares Held
502
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,174
of 3,125 holders
Holding Since
Mar 2025
6 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, 2026McGlone Suttner Wealth Management, Inc. holds $736,187 across 2 Capital Markets names. GS ranks #1 (69.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
502 | $507,707 | |
| 2 | MS |
Morgan Stanley
|
1,093 | $228,480 |
All Filings in GS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $507,707 | 502 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $404,383 | 478 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $390,276 | 444 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $316,947 | 398 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $280,976 | 397 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $237,089 | 434 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||