PARTNERS WEALTH MANAGEMENT, LLC
Position in GS — Goldman Sachs Group Inc
CIK 2054714
CARMEL BY THE SEA, CA
Position in GS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$303,411
+$49,614 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#2,563
of 3,125 holders
Holding Since
Dec 2024
5 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, 2026PARTNERS WEALTH MANAGEMENT, LLC holds $894,158 across 2 Capital Markets names. GS ranks #2 (33.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,826 | $590,747 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
300 | $303,411 |
All Filings in GS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,411 | 300 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $253,797 | 300 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $263,700 | 300 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $238,905 | 300 | Shares | Sole | 2025-10-29 | |
| 2024-12-31 | $206,143 | 360 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||