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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Accel Wealth Management held its Goldman Sachs (GS) position steady in Q2 2026 at 665 shares worth $672K. The position accounts for 0.15% of the portfolio, ranked #132.

Accel Wealth Management first reported a position in GS in Q1 2021 and has held it in 18 quarters since. 3,175 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Accel Wealth Management held 665 shares of Goldman Sachs worth $672K as of Q2 2026.
  • Accel Wealth Management left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.15% of Accel Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Accel Wealth Management first reported a position in Goldman Sachs in Q1 2021 and has held it in 18 quarters since.
  • 3,175 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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