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Activest Wealth Management’s Goldman Sachs GS Stock Holding History

Activest 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 		$304K Sell
301
-250
-45% -$244K 0.06% 91
2026
Q1 		$466K Sell
551
-158
-22% -$141K 0.08% 98
2025
Q4 		$623K Buy
709
+45
+7% +$36.7K 0.12% 80
2025
Q3 		$529K Buy
664
+489
+279% +$362K 0.11% 78
2025
Q2 		$124K Sell
175
-7
-4% -$4.06K 0.03% 129
2025
Q1 		$99.3K Sell
182
-40
-18% -$24.1K 0.03% 134
2024
Q4 		$127K Buy
222
+25
+13% +$13.9K 0.04% 106
2024
Q3 		$97.8K Buy
197
+193
+4,825% +$94.4K 0.03% 122
2024
Q2 		$1.68K Hold
4
– – ﹤0.01% 410
2024
Q1 		$1.55K Sell
4
-134
-97% -$52K ﹤0.01% 317
2023
Q4 		$53.1K Buy
138
+116
+527% +$38.7K 0.03% 92
2023
Q3 		$7.26K Sell
22
-5
-19% -$1.67K ﹤0.01% 203
2023
Q2 		$10.3K Sell
27
-32
-54% -$10.5K 0.01% 169
2023
Q1 		$18.9K Sell
59
-868
-94% -$302K 0.01% 127
2022
Q4 		$318K Buy
927
+1
+0.1% +$348 0.09% 66
2022
Q3 		$271K Buy
926
+861
+1,325% +$279K 0.09% 65
2022
Q2 		$19K Buy
65
+3
+5% +$934 0.01% 159
2022
Q1 		$21K Buy
62
+42
+210% +$14.8K 0.01% 160
2021
Q4 		$8K Buy
20
+18
+900% +$7.13K ﹤0.01% 222
2021
Q3 		$1K Sell
2
-54
-96% -$21.1K ﹤0.01% 348
2021
Q2 		$21K Buy
56
+54
+2,700% +$19.3K 0.02% 140
2021
Q1 		$1K Buy
+2
New +$623 ﹤0.01% 285

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

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

Activest Wealth Management reduced its Goldman Sachs (GS) stake by 45% in Q2 2026, selling an estimated $244K and leaving 301 shares worth $304K. The position accounts for 0.06% of the portfolio, ranked #91.

Activest Wealth Management first reported a position in GS in Q1 2021 and has held it in 22 quarters since. The position peaked at $623K in Q4 2025. 3,153 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Activest Wealth Management held 301 shares of Goldman Sachs worth $304K as of Q2 2026.
  • Activest Wealth Management sold 250 Goldman Sachs shares in Q2 2026, an estimated $244K.
  • Goldman Sachs made up 0.06% of Activest Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Activest Wealth Management first reported a position in Goldman Sachs in Q1 2021 and has held it in 22 quarters since.
  • Activest Wealth Management's Goldman Sachs position peaked at $623K in Q4 2025.
  • 3,153 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.