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Archvest Wealth Advisors’s Goldman Sachs GS Stock Holding History

Archvest 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 		$426K Sell
421
-7
-2% -$6.83K 0.25% 45
2026
Q1 		$362K Sell
428
-4
-0.9% -$3.57K 0.23% 48
2025
Q4 		$379K Buy
432
+147
+52% +$120K 0.24% 44
2025
Q3 		$227K Sell
285
-144
-34% -$107K 0.2% 57
2025
Q2 		$304K Buy
429
+22
+5% +$12.7K 0.26% 47
2025
Q1 		$223K Buy
+407
New +$245K 0.18% 60

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

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

Archvest Wealth Advisors reduced its Goldman Sachs (GS) stake by 1.6% in Q2 2026, selling an estimated $6.83K and leaving 421 shares worth $426K. The position accounts for 0.25% of the portfolio, ranked #45.

Archvest Wealth Advisors first reported a position in GS in Q1 2025 and has held it in 6 quarters since. 3,169 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Archvest Wealth Advisors held 421 shares of Goldman Sachs worth $426K as of Q2 2026.
  • Archvest Wealth Advisors sold 7 Goldman Sachs shares in Q2 2026, an estimated $6.83K.
  • Goldman Sachs made up 0.25% of Archvest Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • Archvest Wealth Advisors first reported a position in Goldman Sachs in Q1 2025 and has held it in 6 quarters since.
  • 3,169 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Archvest Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.