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Advisor OS’s Goldman Sachs GS Stock Holding History

Advisor OS’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 		$677K Sell
670
-16
-2% -$15.6K 0.05% 258
2026
Q1 		$580K Buy
686
+126
+23% +$112K 0.04% 273
2025
Q4 		$493K Sell
560
-80
-13% -$65.3K 0.04% 281
2025
Q3 		$510K Buy
640
+138
+27% +$102K 0.04% 261
2025
Q2 		$355K Buy
502
+29
+6% +$16.8K 0.04% 317
2025
Q1 		$259K Buy
473
+24
+5% +$14.4K 0.03% 358
2024
Q4 		$257K Buy
+449
New +$250K 0.03% 353
2024
Q1 		– Sell
-724
Closed -$279K – 398
2023
Q4 		$279K Buy
+724
New +$242K 0.04% 272
2022
Q1 		– Sell
-1,271
Closed -$486K – 219
2021
Q4 		$486K Hold
1,271
– – 0.1% 169
2021
Q3 		$480K Hold
1,271
– – 0.1% 155
2021
Q2 		$482K Hold
1,271
– – 0.1% 144
2021
Q1 		$416K Hold
1,271
– – 0.09% 128
2020
Q4 		$335K Buy
+1,271
New +$283K 0.09% 102

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

Advisor OS's GS Position: Q2 2026 in Review

Advisor OS reduced its Goldman Sachs (GS) stake by 2.3% in Q2 2026, selling an estimated $15.6K and leaving 670 shares worth $677K. The position accounts for 0.05% of the portfolio, ranked #258.

Advisor OS first reported a position in GS in Q4 2020 and has held it in 13 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Advisor OS held 670 shares of Goldman Sachs worth $677K as of Q2 2026.
  • Advisor OS sold 16 Goldman Sachs shares in Q2 2026, an estimated $15.6K.
  • Goldman Sachs made up 0.05% of Advisor OS's portfolio in Q2 2026, its #258 holding.
  • Advisor OS first reported a position in Goldman Sachs in Q4 2020 and has held it in 13 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.