Accel Wealth Management’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$596K Sell
662
-3
-0.5% -$3.07K 0.13% 147
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

Accel Wealth Management's GS Position: Q3 2026 in Review

Accel Wealth Management reduced its Goldman Sachs (GS) stake by 0.45% in Q3 2026, selling an estimated $3.07K and leaving 662 shares worth $596K. The position accounts for 0.13% of the portfolio, ranked #147.

Accel Wealth Management first reported a position in GS in Q1 2021 and has held it in 19 quarters since. The position peaked at $672K in Q2 2026. 1,257 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Accel Wealth Management held 662 shares of Goldman Sachs worth $596K as of Q3 2026.
  • Accel Wealth Management sold 3 Goldman Sachs shares in Q3 2026, an estimated $3.07K.
  • Goldman Sachs made up 0.13% of Accel Wealth Management's portfolio in Q3 2026, its #147 holding.
  • Accel Wealth Management first reported a position in Goldman Sachs in Q1 2021 and has held it in 19 quarters since.
  • Accel Wealth Management's Goldman Sachs position peaked at $672K in Q2 2026.
  • 1,257 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.