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Arkadios Wealth Advisors’s Goldman Sachs GS Stock Holding History

Arkadios 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
Q1 		$10.6M Buy
12,524
+1,555
+14% +$1.39M 0.17% 134
2025
Q4 		$9.64M Buy
10,969
+1,394
+15% +$1.14M 0.19% 119
2025
Q3 		$7.62M Buy
9,575
+884
+10% +$655K 0.18% 124
2025
Q2 		$6.15M Buy
8,691
+2,457
+39% +$1.42M 0.18% 124
2025
Q1 		$3.41M Buy
6,234
+467
+8% +$281K 0.13% 182
2024
Q4 		$3.3M Buy
5,767
+205
+4% +$114K 0.18% 118
2024
Q3 		$2.75M Buy
5,562
+2,232
+67% +$1.09M 0.16% 134
2024
Q2 		$1.51M Buy
3,330
+1,867
+128% +$819K 0.1% 207
2024
Q1 		$611K Buy
1,463
+164
+13% +$63.6K 0.05% 346
2023
Q4 		$501K Sell
1,299
-115
-8% -$38.4K 0.04% 366
2023
Q3 		$458K Sell
1,414
-199
-12% -$66.5K 0.04% 359
2023
Q2 		$520K Buy
1,613
+158
+11% +$51.9K 0.06% 295
2023
Q1 		$476K Buy
1,455
+53
+4% +$18.4K 0.06% 313
2022
Q4 		$481K Buy
1,402
+47
+3% +$16.4K 0.06% 291
2022
Q3 		$397K Sell
1,355
-28
-2% -$9.07K 0.06% 318
2022
Q2 		$411K Buy
1,383
+13
+0.9% +$4.05K 0.06% 328
2022
Q1 		$452K Sell
1,370
-192
-12% -$67.8K 0.06% 336
2021
Q4 		$598K Buy
1,562
+222
+17% +$87.9K 0.08% 290
2021
Q3 		$506K Sell
1,340
-99
-7% -$38.7K 0.07% 286
2021
Q2 		$546K Buy
1,439
+445
+45% +$159K 0.07% 308
2021
Q1 		$325K Sell
994
-130
-12% -$40.5K 0.05% 332
2020
Q4 		$296K Buy
1,124
+439
+64% +$97.7K 0.06% 263
2020
Q3 		$141K Buy
685
+292
+74% +$59.4K 0.07% 234
2020
Q2 		$84.1K Sell
393
-634
-62% -$119K 0.05% 282
2020
Q1 		$159K Buy
1,027
+528
+106% +$112K 0.1% 170
2019
Q4 		$119K Buy
+499
New +$108K 0.07% 210

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arkadios Wealth Advisors's GS Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Goldman Sachs (GS) stake by 14% in Q1 2026, buying an estimated $1.39M and bringing the position to 12,524 shares worth $10.6M. The position accounts for 0.17% of the portfolio, ranked #134.

Arkadios Wealth Advisors first reported a position in GS in Q4 2019 and has held it in 26 quarters since. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Arkadios Wealth Advisors held 12,524 shares of Goldman Sachs worth $10.6M as of Q1 2026.
  • Arkadios Wealth Advisors bought 1,555 Goldman Sachs shares in Q1 2026, an estimated $1.39M.
  • Goldman Sachs made up 0.17% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #134 holding.
  • Arkadios Wealth Advisors first reported a position in Goldman Sachs in Q4 2019 and has held it in 26 quarters since.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.