AWM
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AE Wealth Management’s Goldman Sachs GS Stock Holding History

AE 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 		$49.1M Buy
48,574
+1,056
+2% +$1.03M 0.23% 103
2026
Q1 		$40.2M Sell
47,518
-18,476
-28% -$16.5M 0.22% 114
2025
Q4 		$58M Sell
65,994
-20,564
-24% -$16.8M 0.33% 76
2025
Q3 		$68.9M Buy
86,558
+4,421
+5% +$3.28M 0.44% 51
2025
Q2 		$58.1M Buy
82,137
+5,977
+8% +$3.46M 0.42% 56
2025
Q1 		$41.6M Buy
76,160
+5,119
+7% +$3.08M 0.35% 74
2024
Q4 		$40.7M Buy
71,041
+3,305
+5% +$1.84M 0.35% 68
2024
Q3 		$33.5M Buy
67,736
+8,905
+15% +$4.36M 0.3% 84
2024
Q2 		$26.6M Buy
58,831
+5,643
+11% +$2.48M 0.27% 89
2024
Q1 		$22.2M Buy
53,188
+1,314
+3% +$510K 0.25% 101
2023
Q4 		$19.6M Buy
51,874
+11,079
+27% +$3.7M 0.1% 231
2023
Q3 		$13.2M Buy
40,795
+4,826
+13% +$1.61M 0.08% 310
2023
Q2 		$11.6M Buy
35,969
+6,572
+22% +$2.16M 0.07% 342
2023
Q1 		$9.62M Sell
29,397
-2,443
-8% -$850K 0.06% 350
2022
Q4 		$10.9M Sell
31,840
-6,021
-16% -$2.1M 0.08% 299
2022
Q3 		$11.1M Buy
37,861
+499
+1% +$162K 0.09% 241
2022
Q2 		$11.1M Sell
37,362
-2,953
-7% -$919K 0.09% 255
2022
Q1 		$13.3M Buy
40,315
+1,959
+5% +$692K 0.09% 231
2021
Q4 		$14.7M Buy
38,356
+952
+3% +$377K 0.1% 201
2021
Q3 		$14.1M Buy
37,404
+3,346
+10% +$1.31M 0.12% 190
2021
Q2 		$12.9M Buy
34,058
+1,535
+5% +$549K 0.11% 182
2021
Q1 		$10.6M Sell
32,523
-2,039
-6% -$635K 0.11% 191
2020
Q4 		$9.11M Buy
34,562
+7,571
+28% +$1.69M 0.1% 199
2020
Q3 		$5.42M Buy
26,991
+5,435
+25% +$1.11M 0.08% 221
2020
Q2 		$4.26M Buy
21,556
+17,350
+413% +$3.26M 0.07% 248
2020
Q1 		$650K Buy
4,206
+2,790
+197% +$592K 0.01% 606
2019
Q4 		$326K Buy
1,416
+235
+20% +$51K 0.01% 870
2019
Q3 		$245K Sell
1,181
-263
-18% -$55K 0.01% 857
2019
Q2 		$295K Buy
1,444
+201
+16% +$39.8K 0.01% 756
2019
Q1 		$239K Buy
+1,243
New +$240K 0.02% 541

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

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

AE Wealth Management increased its Goldman Sachs (GS) stake by 2.2% in Q2 2026, buying an estimated $1.03M and bringing the position to 48,574 shares worth $49.1M. The position accounts for 0.23% of the portfolio, ranked #103.

AE Wealth Management first reported a position in GS in Q1 2019 and has held it in 30 quarters since. The position peaked at $68.9M in Q3 2025. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • AE Wealth Management held 48,574 shares of Goldman Sachs worth $49.1M as of Q2 2026.
  • AE Wealth Management bought 1,056 Goldman Sachs shares in Q2 2026, an estimated $1.03M.
  • Goldman Sachs made up 0.23% of AE Wealth Management's portfolio in Q2 2026, its #103 holding.
  • AE Wealth Management first reported a position in Goldman Sachs in Q1 2019 and has held it in 30 quarters since.
  • AE Wealth Management's Goldman Sachs position peaked at $68.9M in Q3 2025.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.