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Allied Investment Advisors’s Goldman Sachs GS Stock Holding History

Allied Investment 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 		$20.8M Sell
20,549
-222
-1% -$216K 2.61% 8
2026
Q1 		$17.6M Sell
20,771
-568
-3% -$507K 2.52% 12
2025
Q4 		$18.8M Sell
21,339
-447
-2% -$365K 2.9% 6
2025
Q3 		$17.3M Sell
21,786
-390
-2% -$289K 2.76% 8
2025
Q2 		$15.7M Buy
22,176
+71
+0.3% +$41.1K 2.74% 9
2025
Q1 		$12.1M Buy
22,105
+228
+1% +$137K 2.29% 15
2024
Q4 		$12.5M Sell
21,877
-1,209
-5% -$674K 2.52% 12
2024
Q3 		$11.4M Sell
23,086
-23
-0.1% -$11.3K 2.26% 14
2024
Q2 		$10.5M Sell
23,109
-114
-0.5% -$50K 2.45% 16
2024
Q1 		$9.7M Buy
23,223
+790
+4% +$307K 2.34% 22
2023
Q4 		$8.65M Buy
22,433
+540
+2% +$180K 2.35% 20
2023
Q3 		$7.08M Buy
21,893
+321
+1% +$107K 2.12% 26
2023
Q2 		$6.96M Buy
21,572
+1,596
+8% +$525K 2.02% 30
2023
Q1 		$6.53M Buy
19,976
+1,012
+5% +$352K 2.02% 31
2022
Q4 		$6.51M Buy
+18,964
New +$6.6M 2.04% 31

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Allied Investment Advisors's GS Position: Q2 2026 in Review

Allied Investment Advisors reduced its Goldman Sachs (GS) stake by 1.1% in Q2 2026, selling an estimated $216K and leaving 20,549 shares worth $20.8M. The position accounts for 2.61% of the portfolio, ranked #8.

Allied Investment Advisors first reported a position in GS in Q4 2022 and has held it in 15 quarters since. 1,036 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Allied Investment Advisors held 20,549 shares of Goldman Sachs worth $20.8M as of Q2 2026.
  • Allied Investment Advisors sold 222 Goldman Sachs shares in Q2 2026, an estimated $216K.
  • Goldman Sachs made up 2.61% of Allied Investment Advisors's portfolio in Q2 2026, its #8 holding.
  • Allied Investment Advisors first reported a position in Goldman Sachs in Q4 2022 and has held it in 15 quarters since.
  • 1,036 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.