Asset Advisory Group’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$240K Hold
238
0.11% 112
2026
Q1
$201K Hold
238
0.1% 114
2025
Q4
$209K Buy
+238
New +$194K 0.1% 116

Other funds holding GS

Asset Advisory Group's GS Position: Q2 2026 in Review

Asset Advisory Group held its Goldman Sachs (GS) position steady in Q2 2026 at 238 shares worth $240K. The position accounts for 0.11% of the portfolio, ranked #112.

Asset Advisory Group first reported a position in GS in Q4 2025 and has held it in 3 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Asset Advisory Group held 238 shares of Goldman Sachs worth $240K as of Q2 2026.
  • Asset Advisory Group left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.11% of Asset Advisory Group's portfolio in Q2 2026, its #112 holding.
  • Asset Advisory Group first reported a position in Goldman Sachs in Q4 2025 and has held it in 3 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Asset Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.