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 $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.