Position in GS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,814,121
+$922,567 QoQ
Shares Held
4,760
+3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#941
of 3,125 holders
Holding Since
Dec 2025
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, 2026Asset One Wealth Management LLC holds $5,055,980 across 2 Capital Markets names. GS ranks #1 (95.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
4,760 | $4,814,121 | |
| 2 | MS |
Morgan Stanley
|
1,157 | $241,859 |
All Filings in GS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,814,121 | 4,760 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,891,554 | 4,600 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,588,957 | 4,083 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||