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Advyzon Investment Management’s Goldman Sachs GS Stock Holding History

Advyzon Investment 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 		$815K Buy
806
+93
+13% +$90.7K 0.06% 311
2026
Q1 		$603K Buy
713
+204
+40% +$182K 0.05% 339
2025
Q4 		$448K Buy
509
+141
+38% +$115K 0.05% 348
2025
Q3 		$293K Buy
368
+8
+2% +$5.93K 0.05% 334
2025
Q2 		$255K Buy
+360
New +$209K 0.06% 310

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

Advyzon Investment Management's GS Position: Q2 2026 in Review

Advyzon Investment Management increased its Goldman Sachs (GS) stake by 13% in Q2 2026, buying an estimated $90.7K and bringing the position to 806 shares worth $815K. The position accounts for 0.06% of the portfolio, ranked #311.

Advyzon Investment Management first reported a position in GS in Q2 2025 and has held it in 5 quarters since. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Advyzon Investment Management held 806 shares of Goldman Sachs worth $815K as of Q2 2026.
  • Advyzon Investment Management bought 93 Goldman Sachs shares in Q2 2026, an estimated $90.7K.
  • Goldman Sachs made up 0.06% of Advyzon Investment Management's portfolio in Q2 2026, its #311 holding.
  • Advyzon Investment Management first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.