AWA
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Aletheian Wealth Advisors’s Goldman Sachs GS Stock Holding History

Aletheian 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
Q3 		$282K Buy
313
+6
+2% +$6.14K 0.11% 88
2026
Q2 		$310K Buy
307
+36
+13% +$35.1K 0.13% 84
2026
Q1 		$229K Buy
+271
New +$242K 0.11% 90
2025
Q3 		$241K Sell
303
-9
-3% -$6.67K 0.11% 85
2025
Q2 		$221K Buy
+312
New +$181K 0.11% 90

Other funds holding GS

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return

Aletheian Wealth Advisors's GS Position: Q3 2026 in Review

Aletheian Wealth Advisors increased its Goldman Sachs (GS) stake by 2% in Q3 2026, buying an estimated $6.14K and bringing the position to 313 shares worth $282K. The position accounts for 0.11% of the portfolio, ranked #88.

Aletheian Wealth Advisors first reported a position in GS in Q2 2025 and has held it in 5 quarters since. The position peaked at $310K in Q2 2026. 153 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Aletheian Wealth Advisors held 313 shares of Goldman Sachs worth $282K as of Q3 2026.
  • Aletheian Wealth Advisors bought 6 Goldman Sachs shares in Q3 2026, an estimated $6.14K.
  • Goldman Sachs made up 0.11% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #88 holding.
  • Aletheian Wealth Advisors first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
  • Aletheian Wealth Advisors's Goldman Sachs position peaked at $310K in Q2 2026.
  • 153 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.