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180 Wealth Advisors’s Goldman Sachs GS Stock Holding History

180 Wealth Advisors’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.54M Sell
2,511
-1,105
-31% -$1.08M 0.25% 100
2026
Q1 		$3.06M Sell
3,616
-1,341
-27% -$1.2M 0.35% 74
2025
Q4 		$4.36M Buy
4,957
+173
+4% +$141K 0.5% 43
2025
Q3 		$3.81M Sell
4,784
-279
-6% -$207K 0.46% 48
2025
Q2 		$3.58M Sell
5,063
-66
-1% -$38.2K 0.5% 45
2025
Q1 		$2.8M Buy
5,129
+2,114
+70% +$1.27M 0.45% 60
2024
Q4 		$1.73M Buy
3,015
+696
+30% +$388K 0.27% 90
2024
Q3 		$1.15M Buy
2,319
+191
+9% +$93.4K 0.18% 118
2024
Q2 		$1.02M Buy
2,128
+93
+5% +$40.8K 0.17% 122
2024
Q1 		$850K Buy
2,035
+19
+0.9% +$7.37K 0.15% 139
2023
Q4 		$783K Sell
2,016
-251
-11% -$83.8K 0.16% 132
2023
Q3 		$733K Sell
2,267
-1,740
-43% -$581K 0.17% 129
2023
Q2 		$1.31M Buy
4,007
+1,764
+79% +$580K 0.29% 91
2023
Q1 		$734K Sell
2,243
-58
-3% -$20.2K 0.17% 136
2022
Q4 		$817K Sell
2,301
-1,079
-32% -$376K 0.19% 119
2022
Q3 		$990K Sell
3,380
-105
-3% -$34K 0.27% 93
2022
Q2 		$1.04M Buy
3,485
+9
+0.3% +$2.8K 0.27% 95
2022
Q1 		$1.17M Sell
3,476
-594
-15% -$210K 0.25% 98
2021
Q4 		$1.4M Buy
4,070
+60
+1% +$23.8K 0.31% 89
2021
Q3 		$1.63M Sell
4,010
-152
-4% -$59.4K 0.36% 77
2021
Q2 		$1.7M Buy
4,162
+463
+13% +$166K 0.39% 71
2021
Q1 		$1.35M Buy
3,699
+995
+37% +$310K 0.34% 87
2020
Q4 		$796K Buy
2,704
+421
+18% +$93.7K 0.23% 110
2020
Q3 		$475K Buy
+2,283
New +$464K 0.18% 118

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

180 Wealth Advisors's GS Position: Q2 2026 in Review

180 Wealth Advisors reduced its Goldman Sachs (GS) stake by 31% in Q2 2026, selling an estimated $1.08M and leaving 2,511 shares worth $2.54M. The position accounts for 0.25% of the portfolio, ranked #100.

180 Wealth Advisors first reported a position in GS in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.36M in Q4 2025. 3,164 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • 180 Wealth Advisors held 2,511 shares of Goldman Sachs worth $2.54M as of Q2 2026.
  • 180 Wealth Advisors sold 1,105 Goldman Sachs shares in Q2 2026, an estimated $1.08M.
  • Goldman Sachs made up 0.25% of 180 Wealth Advisors's portfolio in Q2 2026, its #100 holding.
  • 180 Wealth Advisors first reported a position in Goldman Sachs in Q3 2020 and has held it in 24 quarters since.
  • 180 Wealth Advisors's Goldman Sachs position peaked at $4.36M in Q4 2025.
  • 3,164 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.