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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
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

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Aprio Wealth Management's GS Position: Q2 2026 in Review

Aprio Wealth Management increased its Goldman Sachs (GS) stake by 1.9% in Q2 2026, buying an estimated $42.9K and bringing the position to 2,351 shares worth $2.38M. The position accounts for 0.12% of the portfolio, ranked #129.

Aprio Wealth Management first reported a position in GS in Q2 2025 and has held it in 5 quarters since. 1,122 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Aprio Wealth Management held 2,351 shares of Goldman Sachs worth $2.38M as of Q2 2026.
  • Aprio Wealth Management bought 44 Goldman Sachs shares in Q2 2026, an estimated $42.9K.
  • Goldman Sachs made up 0.12% of Aprio Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Aprio Wealth Management first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.