Altus Wealth Group
GS icon

Altus Wealth Group’s Goldman Sachs GS Stock Holding History

Altus Wealth Group’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 		$206K Sell
229
-28
-11% -$28.6K 0.08% 141
2026
Q2 		$260K Buy
+257
New +$251K 0.09% 124
2026
Q1 		– Sell
-245
Closed -$215K – 148
2025
Q4 		$215K Buy
+245
New +$200K 0.09% 127
2021
Q1 		– Sell
-54
Closed -$14K – 415
2020
Q4 		$14K Buy
+54
New +$12K 0.01% 450

Other funds holding GS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Altus Wealth Group's GS Position: Q3 2026 in Review

Altus Wealth Group reduced its Goldman Sachs (GS) stake by 11% in Q3 2026, selling an estimated $28.6K and leaving 229 shares worth $206K. The position accounts for 0.08% of the portfolio, ranked #141.

Altus Wealth Group first reported a position in GS in Q4 2020 and has held it in 4 quarters since. The position peaked at $260K in Q2 2026. 2,167 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Altus Wealth Group held 229 shares of Goldman Sachs worth $206K as of Q3 2026.
  • Altus Wealth Group sold 28 Goldman Sachs shares in Q3 2026, an estimated $28.6K.
  • Goldman Sachs made up 0.08% of Altus Wealth Group's portfolio in Q3 2026, its #141 holding.
  • Altus Wealth Group first reported a position in Goldman Sachs in Q4 2020 and has held it in 4 quarters since.
  • Altus Wealth Group's Goldman Sachs position peaked at $260K in Q2 2026.
  • 2,167 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.