AWA
GS icon

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
2025
Q4 		– Sell
-500
Closed -$398K – 1610
2025
Q3 		$398K Hold
500
– – 0.01% 1044
2025
Q2 		$354K Buy
+500
New +$290K 0.01% 993

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

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

Arkadios Wealth Advisors reduced its Goldman Sachs (GS) stake by 8.9% in Q2 2026, selling an estimated $1.09M and leaving 11,409 shares worth $11.5M. The position accounts for 0.17% of the portfolio, ranked #127.

Arkadios Wealth Advisors first reported a position in GS in Q4 2019 and has held it in 27 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Arkadios Wealth Advisors held 11,409 shares of Goldman Sachs worth $11.5M as of Q2 2026.
  • Arkadios Wealth Advisors sold 1,115 Goldman Sachs shares in Q2 2026, an estimated $1.09M.
  • Goldman Sachs made up 0.17% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #127 holding.
  • Arkadios Wealth Advisors first reported a position in Goldman Sachs in Q4 2019 and has held it in 27 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.