Accel Wealth Management’s Goldman Sachs GS Stock Holding History

Accel 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	$672K	Hold	665	–	–	0.15%	132
2026 Q1	$562K	Sell	665 -3	-0.4%	-$2.68K	0.15%	143
2025 Q4	$587K	Sell	668 -36	-5%	-$29.4K	0.16%	134
2025 Q3	$561K	Buy	704 +4	+0.6%	+$2.96K	0.16%	137
2025 Q2	$496K	Buy	700 +1	+0.1%	+$579	0.17%	138
2025 Q1	$382K	Buy	699 +10	+1%	+$6.02K	0.14%	151
2024 Q4	$395K	Buy	689 +46	+7%	+$25.7K	0.15%	152
2024 Q3	$318K	Sell	643 -239	-27%	-$117K	0.12%	181
2024 Q2	$399K	Buy	+882	New	+$387K	0.16%	137
2023 Q2	–	Sell	-59	Closed	-$19.2K	–	447
2023 Q1	$19.2K	Buy	59 +1	+2%	+$348	0.01%	729
2022 Q4	$20K	Hold	58	–	–	0.01%	547
2022 Q3	$18K	Hold	58	–	–	0.01%	588
2022 Q2	$17K	Buy	58 +7	+14%	+$2.18K	0.01%	592
2022 Q1	$17K	Hold	51	–	–	0.01%	591
2021 Q4	$19K	Hold	51	–	–	0.01%	583
2021 Q3	$19K	Buy	51 +1	+2%	+$391	0.01%	511
2021 Q2	$19K	Hold	50	–	–	0.01%	558
2021 Q1	$16K	Buy	+50	New	+$15.6K	0.01%	558

Other funds holding GS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM