4A
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4Wealth Advisors’s Goldman Sachs GS Stock Holding History

4Wealth 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 		$653K Buy
640
+5
+0.8% +$4.88K 0.5% 64
2026
Q1 		$513K Sell
635
-28
-4% -$25K 0.44% 76
2025
Q4 		$583K Sell
663
-27
-4% -$22K 0.5% 69
2025
Q3 		$550K Sell
690
-37
-5% -$27.4K 0.49% 69
2025
Q2 		$515K Sell
727
-45
-6% -$26.1K 0.52% 65
2025
Q1 		$421K Buy
772
+52
+7% +$31.3K 0.46% 80
2024
Q4 		$412K Buy
+720
New +$402K 0.41% 82

Other funds holding GS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

4Wealth Advisors's GS Position: Q2 2026 in Review

4Wealth Advisors increased its Goldman Sachs (GS) stake by 0.79% in Q2 2026, buying an estimated $4.88K and bringing the position to 640 shares worth $653K. The position accounts for 0.5% of the portfolio, ranked #64.

4Wealth Advisors first reported a position in GS in Q4 2024 and has held it in 7 quarters since. 1,511 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • 4Wealth Advisors held 640 shares of Goldman Sachs worth $653K as of Q2 2026.
  • 4Wealth Advisors bought 5 Goldman Sachs shares in Q2 2026, an estimated $4.88K.
  • Goldman Sachs made up 0.5% of 4Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • 4Wealth Advisors first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
  • 1,511 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.