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Arista Wealth Management’s Goldman Sachs GS Stock Holding History

Arista 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 		$2.24M Sell
2,219
-700
-24% -$682K 0.24% 52
2026
Q1 		$2.47M Sell
2,919
-892
-23% -$796K 0.3% 45
2025
Q4 		$3.35M Sell
3,811
-550
-13% -$449K 0.41% 30
2025
Q3 		$3.47M Buy
4,361
+400
+10% +$296K 0.43% 31
2025
Q2 		$2.8M Buy
+3,961
New +$2.3M 0.39% 35

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

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

Arista Wealth Management reduced its Goldman Sachs (GS) stake by 24% in Q2 2026, selling an estimated $682K and leaving 2,219 shares worth $2.24M. The position accounts for 0.24% of the portfolio, ranked #52.

Arista Wealth Management first reported a position in GS in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.47M in Q3 2025. 1,109 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Arista Wealth Management held 2,219 shares of Goldman Sachs worth $2.24M as of Q2 2026.
  • Arista Wealth Management sold 700 Goldman Sachs shares in Q2 2026, an estimated $682K.
  • Goldman Sachs made up 0.24% of Arista Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Arista Wealth Management first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
  • Arista Wealth Management's Goldman Sachs position peaked at $3.47M in Q3 2025.
  • 1,109 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.