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Ascent Wealth Partners, LLC

SEC CIK
0001546865
Latest filing
Jul 31, 2026

GS holding history

Goldman Sachs Group Inc in every 13F filed by Ascent Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GS overviewAll 13F holders of GSFull Q2 2026 holdings

Shares (Q2 2026)
7,728
Value
$7.82M
% of portfolio
0.8%
Quarters held
18
Since Q1 2022
Holdings of GS by Ascent Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,728$7.82M0.8%+210+2.8%AddedHolders
Q1 20267,518$6.36M0.7%+340+4.7%AddedHolders
Q4 20257,178$6.31M0.7%+55+0.8%AddedHolders
Q3 20257,123$5.67M0.7%+30.0%AddedHolders
Q2 20257,120$5.04M0.6%−70−1.0%ReducedHolders
Q1 20257,190$3.93M0.5%+235+3.4%AddedHolders
Q4 20246,955$3.98M0.5%−33−0.5%ReducedHolders
Q3 20246,988$3.46M0.5%+33+0.5%AddedHolders
Q2 20246,955$3.15M0.5%−18−0.3%ReducedHolders
Q1 20246,973$2.91M0.4%+478+7.4%AddedHolders
Q4 20236,495$2.51M0.4%−135−2.0%ReducedHolders
Q3 20236,630$2.15M0.4%+30+0.5%AddedHolders
Q2 20236,600$2.06M0.4%+466+7.6%AddedHolders
Q1 20236,134$2.01M0.4%+153+2.6%AddedHolders
Q4 20225,981$2.05M0.4%+308+5.4%AddedHolders
Q3 20225,673$1.66M0.4%−1,007−15.1%ReducedHolders
Q2 20226,680$1.84M0.4%+1,383+26.1%AddedHolders
Q1 20225,297$1.75M0.3%+5,297NewHolders