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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
Q3 		$4.08M Buy
4,527
+231
+5% +$236K 0.2% 58
2026
Q2 		$4.34M Sell
4,296
-4
-0.1% -$3.9K 0.22% 57
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
-379
Closed -$125K – 453
2022
Q1 		$125K Buy
+379
New +$134K 0.03% 239

Other funds holding GS

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Aaron Wealth Advisors's GS Position: Q3 2026 in Review

Aaron Wealth Advisors increased its Goldman Sachs (GS) stake by 5.4% in Q3 2026, buying an estimated $236K and bringing the position to 4,527 shares worth $4.08M. The position accounts for 0.2% of the portfolio, ranked #58.

Aaron Wealth Advisors first reported a position in GS in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.34M in Q2 2026. 340 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Aaron Wealth Advisors held 4,527 shares of Goldman Sachs worth $4.08M as of Q3 2026.
  • Aaron Wealth Advisors bought 231 Goldman Sachs shares in Q3 2026, an estimated $236K.
  • Goldman Sachs made up 0.2% of Aaron Wealth Advisors's portfolio in Q3 2026, its #58 holding.
  • Aaron Wealth Advisors first reported a position in Goldman Sachs in Q1 2022 and has held it in 17 quarters since.
  • Aaron Wealth Advisors's Goldman Sachs position peaked at $4.34M in Q2 2026.
  • 340 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.