Aaron Wealth Advisors’s Goldman Sachs GS Stock Holding History

Aaron 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 Q1	$3.64M	Sell	4,300 -138	-3%	-$123K	0.21%	61
2025 Q4	$3.9M	Buy	4,438 +771	+21%	+$629K	0.21%	56
2025 Q3	$2.92M	Buy	3,667 +1,829	+100%	+$1.36M	0.17%	68
2025 Q2	$1.3M	Buy	1,838 +14	+0.8%	+$8.11K	0.13%	109
2025 Q1	$996K	Buy	1,824 +182	+11%	+$110K	0.11%	127
2024 Q4	$940K	Buy	1,642 +130	+9%	+$72.5K	0.11%	124
2024 Q3	$749K	Buy	1,512 +315	+26%	+$154K	0.09%	143
2024 Q2	$541K	Buy	1,197 +244	+26%	+$107K	0.08%	161
2024 Q1	$398K	Buy	953 +207	+28%	+$80.3K	0.06%	180
2023 Q4	$288K	Sell	746 -50	-6%	-$16.7K	0.05%	196
2023 Q3	$258K	Buy	796 +38	+5%	+$12.7K	0.03%	216
2023 Q2	$244K	Sell	758 -10	-1%	-$3.29K	0.03%	227
2023 Q1	$251K	Buy	768 +50	+7%	+$17.4K	0.03%	217
2022 Q4	$247K	Buy	+718	New	+$250K	0.04%	214
2022 Q2	–	Sell	-125,107	Closed	-$379K	–	453
2022 Q1	$379K	Buy	+125,107	New	+$44.2M	0.01%	596

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return