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Abound Wealth Management’s Goldman Sachs GS Stock Holding History

Abound Wealth Management’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 		$161K Sell
159
-23
-13% -$22.4K 0.03% 114
2026
Q1 		$154K Buy
182
+3
+2% +$2.68K 0.04% 110
2025
Q4 		$158K Buy
179
+15
+9% +$12.2K 0.04% 103
2025
Q3 		$130K Buy
164
+19
+13% +$14.1K 0.03% 109
2025
Q2 		$102K Sell
145
-5
-3% -$2.9K 0.03% 123
2025
Q1 		$82.2K Buy
150
+69
+85% +$41.5K 0.03% 132
2024
Q4 		$46.6K Sell
81
-33
-29% -$18.4K 0.02% 185
2024
Q3 		$56.7K Buy
114
+47
+70% +$23K 0.02% 163
2024
Q2 		$30.5K Hold
67
– – 0.01% 209
2024
Q1 		$28.2K Buy
67
+1
+2% +$388 0.01% 200
2023
Q4 		$25.5K Buy
66
+15
+29% +$5.01K 0.01% 219
2023
Q3 		$16.5K Sell
51
-13
-20% -$4.34K 0.01% 241
2023
Q2 		$20.6K Buy
64
+15
+31% +$4.93K 0.01% 213
2023
Q1 		$16K Buy
49
+16
+48% +$5.57K 0.01% 234
2022
Q4 		$11.3K Sell
33
-28
-46% -$9.75K 0.01% 247
2022
Q3 		$17.9K Buy
+61
New +$19.8K 0.01% 201

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Abound Wealth Management's GS Position: Q2 2026 in Review

Abound Wealth Management reduced its Goldman Sachs (GS) stake by 13% in Q2 2026, selling an estimated $22.4K and leaving 159 shares worth $161K. The position accounts for 0.03% of the portfolio, ranked #114.

Abound Wealth Management first reported a position in GS in Q3 2022 and has held it in 16 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Abound Wealth Management held 159 shares of Goldman Sachs worth $161K as of Q2 2026.
  • Abound Wealth Management sold 23 Goldman Sachs shares in Q2 2026, an estimated $22.4K.
  • Goldman Sachs made up 0.03% of Abound Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Abound Wealth Management first reported a position in Goldman Sachs in Q3 2022 and has held it in 16 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.