Addison Advisors’s Goldman Sachs GS Stock Holding History

Addison Advisors’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	$210K	Sell	208 -210	-50%	-$205K	0.1%	112
2026 Q1	$354K	Buy	418 +7	+2%	+$6.25K	0.08%	158
2025 Q4	$361K	Sell	411 -1	-0.2%	-$816	0.08%	155
2025 Q3	$328K	Buy	412 +12	+3%	+$8.89K	0.08%	167
2025 Q2	$283K	Sell	400 -11	-3%	-$6.37K	0.07%	172
2025 Q1	$225K	Buy	411 +24	+6%	+$14.4K	0.06%	187
2024 Q4	$222K	Sell	387 -79	-17%	-$44.1K	0.06%	190
2024 Q3	$231K	Sell	466 -9	-2%	-$4.4K	0.06%	195
2024 Q2	$215K	Buy	475 +27	+6%	+$11.8K	0.07%	182
2024 Q1	$187K	Buy	448 +34	+8%	+$13.2K	0.06%	196
2023 Q4	$160K	Buy	414 +29	+8%	+$9.68K	0.06%	209
2023 Q3	$125K	Buy	385 +49	+15%	+$16.4K	0.06%	219
2023 Q2	$108K	Sell	336 -5	-1%	-$1.64K	0.05%	231
2023 Q1	$112K	Sell	341 -25	-7%	-$8.7K	0.06%	209
2022 Q4	$126K	Buy	366 +13	+4%	+$4.53K	0.08%	179
2022 Q3	$103K	Buy	353 +42	+14%	+$13.6K	0.06%	185
2022 Q2	$92K	Buy	311 +6	+2%	+$1.87K	0.06%	195
2022 Q1	$101K	Buy	305 +202	+196%	+$71.3K	0.06%	203
2021 Q4	$39K	Buy	103 +99	+2,475%	+$39.2K	0.02%	266
2021 Q3	$2K	Buy	+4	New	+$1.56K	﹤0.01%	378

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Addison Advisors's GS Position: Q2 2026 in Review

Addison Advisors reduced its Goldman Sachs (GS) stake by 50% in Q2 2026, selling an estimated $205K and leaving 208 shares worth $210K. The position accounts for 0.1% of the portfolio, ranked #112.

Addison Advisors first reported a position in GS in Q3 2021 and has held it in 20 quarters since. The position peaked at $361K in Q4 2025. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Addison Advisors held 208 shares of Goldman Sachs worth $210K as of Q2 2026.
Addison Advisors sold 210 Goldman Sachs shares in Q2 2026, an estimated $205K.
Goldman Sachs made up 0.1% of Addison Advisors's portfolio in Q2 2026, its #112 holding.
Addison Advisors first reported a position in Goldman Sachs in Q3 2021 and has held it in 20 quarters since.
Addison Advisors's Goldman Sachs position peaked at $361K in Q4 2025.
3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.