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Accredited Wealth Management’s Goldman Sachs GS Stock Holding History

Accredited 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
2025
Q2 		– Sell
-38
Closed -$20.8K – 386
2025
Q1 		$20.8K Hold
38
– – 0.02% 177
2024
Q4 		$21.8K Buy
+38
New +$21.2K 0.02% 192

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Accredited Wealth Management's GS Position: Q2 2025 in Review

Accredited Wealth Management sold out of Goldman Sachs (GS) in Q2 2025, closing a stake of 38 shares — an estimated $20.8K sold.

Accredited Wealth Management first reported a position in GS in Q4 2024 and held it in 2 quarters. The position peaked at $21.8K in Q4 2024. 2,601 funds tracked by Wall St. Rank hold GS as of Q2 2025.

  • Accredited Wealth Management reported no remaining Goldman Sachs position as of Q2 2025 after selling out during the quarter.
  • Accredited Wealth Management sold 38 Goldman Sachs shares in Q2 2025, an estimated $20.8K.
  • Accredited Wealth Management first reported a position in Goldman Sachs in Q4 2024 and held it in 2 quarters.
  • Accredited Wealth Management's Goldman Sachs position peaked at $21.8K in Q4 2024.
  • 2,601 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2025.

Based on Accredited Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.