Aprio Wealth Management
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Aprio Wealth Management’s Goldman Sachs GS Stock Holding History

Aprio Wealth Management’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 		$2.28M Buy
2,529
+178
+8% +$182K 0.1% 137
2026
Q2 		$2.38M Buy
2,351
+44
+2% +$42.9K 0.12% 129
2026
Q1 		$1.95M Buy
2,307
+165
+8% +$147K 0.11% 130
2025
Q4 		$1.88M Buy
2,142
+1,612
+304% +$1.32M 0.11% 128
2025
Q3 		$422K Buy
530
+92
+21% +$68.2K 0.04% 255
2025
Q2 		$310K Buy
+438
New +$254K 0.04% 280

Other funds holding GS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Aprio Wealth Management's GS Position: Q3 2026 in Review

Aprio Wealth Management increased its Goldman Sachs (GS) stake by 7.6% in Q3 2026, buying an estimated $182K and bringing the position to 2,529 shares worth $2.28M. The position accounts for 0.1% of the portfolio, ranked #137.

Aprio Wealth Management first reported a position in GS in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.38M in Q2 2026. 2,750 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Aprio Wealth Management held 2,529 shares of Goldman Sachs worth $2.28M as of Q3 2026.
  • Aprio Wealth Management bought 178 Goldman Sachs shares in Q3 2026, an estimated $182K.
  • Goldman Sachs made up 0.1% of Aprio Wealth Management's portfolio in Q3 2026, its #137 holding.
  • Aprio Wealth Management first reported a position in Goldman Sachs in Q2 2025 and has held it in 6 quarters since.
  • Aprio Wealth Management's Goldman Sachs position peaked at $2.38M in Q2 2026.
  • 2,750 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.