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AGH Wealth Advisors’s Goldman Sachs GS Stock Holding History

AGH Wealth 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
Q1 		$272K Buy
321
+1
+0.3% +$892 0.2% 99
2025
Q4 		$281K Sell
320
-62
-16% -$50.6K 0.21% 83
2025
Q3 		$304K Buy
382
+5
+1% +$3.71K 0.22% 86
2025
Q2 		$267K Buy
377
+5
+1% +$2.9K 0.22% 89
2025
Q1 		$203K Sell
372
-2
-0.5% -$1.2K 0.2% 116
2024
Q4 		$214K Buy
+374
New +$209K 0.2% 107

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AGH Wealth Advisors's GS Position: Q1 2026 in Review

AGH Wealth Advisors increased its Goldman Sachs (GS) stake by 0.31% in Q1 2026, buying an estimated $892 and bringing the position to 321 shares worth $272K. The position accounts for 0.2% of the portfolio, ranked #99.

AGH Wealth Advisors first reported a position in GS in Q4 2024 and has held it in 6 quarters since. The position peaked at $304K in Q3 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • AGH Wealth Advisors held 321 shares of Goldman Sachs worth $272K as of Q1 2026.
  • AGH Wealth Advisors bought 1 Goldman Sachs share in Q1 2026, an estimated $892.
  • Goldman Sachs made up 0.2% of AGH Wealth Advisors's portfolio in Q1 2026, its #99 holding.
  • AGH Wealth Advisors first reported a position in Goldman Sachs in Q4 2024 and has held it in 6 quarters since.
  • AGH Wealth Advisors's Goldman Sachs position peaked at $304K in Q3 2025.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.