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Accurate Wealth Management’s Goldman Sachs GS Stock Holding History

Accurate 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 		$2.28M Buy
2,158
+792
+58% +$772K 0.22% 107
2026
Q1 		$1.24M Buy
1,366
+7
+0.5% +$6.25K 0.15% 153
2025
Q4 		$1.28M Buy
1,359
+31
+2% +$25.3K 0.16% 144
2025
Q3 		$1.02M Buy
1,328
+195
+17% +$144K 0.14% 160
2025
Q2 		$803K Buy
1,133
+497
+78% +$288K 0.12% 181
2025
Q1 		$314K Buy
+636
New +$383K 0.06% 273
2023
Q1 		– Sell
-88
Closed -$31.4K – 724
2022
Q4 		$31.4K Buy
+88
New +$30.6K 0.01% 554

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

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

Accurate Wealth Management increased its Goldman Sachs (GS) stake by 58% in Q2 2026, buying an estimated $772K and bringing the position to 2,158 shares worth $2.28M. The position accounts for 0.22% of the portfolio, ranked #107.

Accurate Wealth Management first reported a position in GS in Q4 2022 and has held it in 7 quarters since. 1,122 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Accurate Wealth Management held 2,158 shares of Goldman Sachs worth $2.28M as of Q2 2026.
  • Accurate Wealth Management bought 792 Goldman Sachs shares in Q2 2026, an estimated $772K.
  • Goldman Sachs made up 0.22% of Accurate Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Accurate Wealth Management first reported a position in Goldman Sachs in Q4 2022 and has held it in 7 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.