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Advisortrust Partners’s Goldman Sachs GS Stock Holding History

Advisortrust Partners’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 		$504K Sell
498
-57
-10% -$55.6K 0.17% 101
2026
Q1 		$470K Sell
555
-23
-4% -$20.5K 0.2% 81
2025
Q4 		$508K Buy
+578
New +$472K 0.22% 71

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

Advisortrust Partners's GS Position: Q2 2026 in Review

Advisortrust Partners reduced its Goldman Sachs (GS) stake by 10% in Q2 2026, selling an estimated $55.6K and leaving 498 shares worth $504K. The position accounts for 0.17% of the portfolio, ranked #101.

Advisortrust Partners first reported a position in GS in Q4 2025 and has held it in 3 quarters since. The position peaked at $508K in Q4 2025. 3,147 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Advisortrust Partners held 498 shares of Goldman Sachs worth $504K as of Q2 2026.
  • Advisortrust Partners sold 57 Goldman Sachs shares in Q2 2026, an estimated $55.6K.
  • Goldman Sachs made up 0.17% of Advisortrust Partners's portfolio in Q2 2026, its #101 holding.
  • Advisortrust Partners first reported a position in Goldman Sachs in Q4 2025 and has held it in 3 quarters since.
  • Advisortrust Partners's Goldman Sachs position peaked at $508K in Q4 2025.
  • 3,147 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.