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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
Q2 		$367K Buy
363
+42
+13% +$40.9K 0.23% 81
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 $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

AGH Wealth Advisors's GS Position: Q2 2026 in Review

AGH Wealth Advisors increased its Goldman Sachs (GS) stake by 13% in Q2 2026, buying an estimated $40.9K and bringing the position to 363 shares worth $367K. The position accounts for 0.23% of the portfolio, ranked #81.

AGH Wealth Advisors first reported a position in GS in Q4 2024 and has held it in 7 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • AGH Wealth Advisors held 363 shares of Goldman Sachs worth $367K as of Q2 2026.
  • AGH Wealth Advisors bought 42 Goldman Sachs shares in Q2 2026, an estimated $40.9K.
  • Goldman Sachs made up 0.23% of AGH Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • AGH Wealth Advisors first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.