Annex Advisory Services’s Goldman Sachs GS Stock Holding History

Annex Advisory Services’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	$10.4M	Sell	10,236 -2,057	-17%	-$2.01M	0.18%	80
2026 Q1	$10.4M	Buy	12,293 +253	+2%	+$226K	0.19%	83
2025 Q4	$10.6M	Sell	12,040 -452	-4%	-$369K	0.2%	82
2025 Q3	$9.95M	Sell	12,492 -384	-3%	-$285K	0.21%	76
2025 Q2	$9.11M	Sell	12,876 -1,885	-13%	-$1.09M	0.22%	73
2025 Q1	$8.06M	Buy	14,761 +179	+1%	+$108K	0.23%	71
2024 Q4	$8.35M	Sell	14,582 -3,615	-20%	-$2.02M	0.25%	71
2024 Q3	$9.01M	Sell	18,197 -379	-2%	-$185K	0.29%	64
2024 Q2	$8.4M	Sell	18,576 -546	-3%	-$240K	0.3%	58
2024 Q1	$7.99M	Sell	19,122 -641	-3%	-$249K	0.28%	63
2023 Q4	$7.62M	Sell	19,763 -1,146	-5%	-$382K	0.32%	55
2023 Q3	$6.77M	Buy	20,909 +429	+2%	+$143K	0.41%	56
2023 Q2	$6.61M	Buy	20,480 +539	+3%	+$177K	0.37%	53
2023 Q1	$6.52M	Sell	19,941 -389	-2%	-$135K	0.35%	47
2022 Q4	$6.98M	Buy	20,330 +3,987	+24%	+$1.39M	0.39%	42
2022 Q3	$4.79M	Buy	16,343 +57	+0.3%	+$18.5K	0.32%	54
2022 Q2	$4.84M	Buy	16,286 +490	+3%	+$153K	0.35%	57
2022 Q1	$5.21M	Buy	15,796 +402	+3%	+$142K	0.38%	51
2021 Q4	$5.89M	Buy	15,394 +893	+6%	+$354K	0.4%	45
2021 Q3	$5.48M	Buy	14,501 +534	+4%	+$209K	0.45%	38
2021 Q2	$5.3M	Buy	13,967 +427	+3%	+$153K	0.43%	38
2021 Q1	$4.43M	Sell	13,540 -885	-6%	-$276K	0.43%	39
2020 Q4	$3.8M	Buy	14,425 +764	+6%	+$170K	0.37%	41
2020 Q3	$2.75M	Buy	13,661 +570	+4%	+$116K	0.35%	35
2020 Q2	$2.59M	Buy	13,091 +1,127	+9%	+$212K	0.36%	36
2020 Q1	$1.85M	Buy	11,964 +1,204	+11%	+$256K	0.26%	39
2019 Q4	$2.47M	Buy	10,760 +188	+2%	+$40.8K	0.3%	45
2019 Q3	$2.19M	Buy	+10,572	New	+$2.21M	0.29%	40

Other funds holding GS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Annex Advisory Services's GS Position: Q2 2026 in Review

Annex Advisory Services reduced its Goldman Sachs (GS) stake by 17% in Q2 2026, selling an estimated $2.01M and leaving 10,236 shares worth $10.4M. The position accounts for 0.18% of the portfolio, ranked #80.

Annex Advisory Services first reported a position in GS in Q3 2019 and has held it in 28 quarters since. The position peaked at $10.6M in Q4 2025. 632 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Annex Advisory Services held 10,236 shares of Goldman Sachs worth $10.4M as of Q2 2026.
Annex Advisory Services sold 2,057 Goldman Sachs shares in Q2 2026, an estimated $2.01M.
Goldman Sachs made up 0.18% of Annex Advisory Services's portfolio in Q2 2026, its #80 holding.
Annex Advisory Services first reported a position in Goldman Sachs in Q3 2019 and has held it in 28 quarters since.
Annex Advisory Services's Goldman Sachs position peaked at $10.6M in Q4 2025.
632 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.