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 Q3	$1.05M	Sell	1,174 -984	-46%	-$1.01M	0.09%	222
2026 Q2	$2.28M	Buy	2,158 +792	+58%	+$772K	0.22%	107
2026 Q1	$1.24M	Buy	1,366 +7	+0.5%	+$6.24K	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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Accurate Wealth Management reduced its Goldman Sachs (GS) stake by 46% in Q3 2026, selling an estimated $1.01M and leaving 1,174 shares worth $1.05M. The position accounts for 0.09% of the portfolio, ranked #222.

Accurate Wealth Management first reported a position in GS in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.28M in Q2 2026. 2,032 funds tracked by Wall St. Rank hold GS as of Q3 2026.

Accurate Wealth Management held 1,174 shares of Goldman Sachs worth $1.05M as of Q3 2026.
Accurate Wealth Management sold 984 Goldman Sachs shares in Q3 2026, an estimated $1.01M.
Goldman Sachs made up 0.09% of Accurate Wealth Management's portfolio in Q3 2026, its #222 holding.
Accurate Wealth Management first reported a position in Goldman Sachs in Q4 2022 and has held it in 8 quarters since.
Accurate Wealth Management's Goldman Sachs position peaked at $2.28M in Q2 2026.
2,032 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.