AWA
GS icon

Amplius Wealth Advisors’s Goldman Sachs GS Stock Holding History

Amplius 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 		$435K Buy
+430
New +$419K 0.03% 140
2025
Q3 		– Sell
-321
Closed -$227K – 188
2025
Q2 		$227K Buy
+321
New +$186K 0.02% 189
2022
Q1 		– Sell
-337
Closed -$128K – 466
2021
Q4 		$128K Buy
+337
New +$133K 0.02% 221

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

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

Amplius Wealth Advisors opened a new position in Goldman Sachs (GS) in Q2 2026: 430 shares worth $435K. The stake represents 0.03% of the portfolio and ranks #140 among its holdings. This is a return to the name: Amplius Wealth Advisors previously reported a position in GS as recently as Q2 2025.

Amplius Wealth Advisors first reported a position in GS in Q4 2021 and has held it in 3 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Amplius Wealth Advisors held 430 shares of Goldman Sachs worth $435K as of Q2 2026.
  • Goldman Sachs was a new Amplius Wealth Advisors position in Q2 2026.
  • Goldman Sachs made up 0.03% of Amplius Wealth Advisors's portfolio in Q2 2026, its #140 holding.
  • Amplius Wealth Advisors first reported a position in Goldman Sachs in Q4 2021 and has held it in 3 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.