A4 Wealth Advisors’s Goldman Sachs GS Stock Holding History

A4 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	$804K	Buy	795 +223	+39%	+$217K	0.53%	35
2026 Q1	$484K	Sell	572 -204	-26%	-$182K	0.4%	49
2025 Q4	$682K	Sell	776 -405	-34%	-$330K	0.59%	38
2025 Q3	$940K	Buy	+1,181	New	+$875K	0.79%	36

Other funds holding GS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

A4 Wealth Advisors's GS Position: Q2 2026 in Review

A4 Wealth Advisors increased its Goldman Sachs (GS) stake by 39% in Q2 2026, buying an estimated $217K and bringing the position to 795 shares worth $804K. The position accounts for 0.53% of the portfolio, ranked #35.

A4 Wealth Advisors first reported a position in GS in Q3 2025 and has held it in 4 quarters since. The position peaked at $940K in Q3 2025. 1,931 funds tracked by Wall St. Rank hold GS as of Q2 2026.

A4 Wealth Advisors held 795 shares of Goldman Sachs worth $804K as of Q2 2026.
A4 Wealth Advisors bought 223 Goldman Sachs shares in Q2 2026, an estimated $217K.
Goldman Sachs made up 0.53% of A4 Wealth Advisors's portfolio in Q2 2026, its #35 holding.
A4 Wealth Advisors first reported a position in Goldman Sachs in Q3 2025 and has held it in 4 quarters since.
A4 Wealth Advisors's Goldman Sachs position peaked at $940K in Q3 2025.
1,931 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.