Amplius Wealth Advisors
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
Q3 		$490K Buy
544
+114
+27% +$117K 0.03% 140
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

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

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

Amplius Wealth Advisors increased its Goldman Sachs (GS) stake by 27% in Q3 2026, buying an estimated $117K and bringing the position to 544 shares worth $490K. The position accounts for 0.03% of the portfolio, ranked #140.

Amplius Wealth Advisors first reported a position in GS in Q4 2021 and has held it in 4 quarters since. 936 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Amplius Wealth Advisors held 544 shares of Goldman Sachs worth $490K as of Q3 2026.
  • Amplius Wealth Advisors bought 114 Goldman Sachs shares in Q3 2026, an estimated $117K.
  • Goldman Sachs made up 0.03% of Amplius Wealth Advisors's portfolio in Q3 2026, its #140 holding.
  • Amplius Wealth Advisors first reported a position in Goldman Sachs in Q4 2021 and has held it in 4 quarters since.
  • 936 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

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