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AssuredPartners Investment Advisors’s Goldman Sachs GS Stock Holding History

AssuredPartners Investment 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
Q2 		$3.24M Sell
3,208
-193
-6% -$188K 0.31% 84
2026
Q1 		$2.95M Buy
3,401
+3,069
+924% +$2.74M 0.32% 80
2025
Q4 		$292K Buy
332
+28
+9% +$22.8K 0.04% 280
2025
Q3 		$242K Sell
304
-2
-0.7% -$1.48K 0.05% 233
2025
Q2 		$217K Buy
+306
New +$177K 0.05% 225

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

AssuredPartners Investment Advisors's GS Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Goldman Sachs (GS) stake by 5.7% in Q2 2026, selling an estimated $188K and leaving 3,208 shares worth $3.24M. The position accounts for 0.31% of the portfolio, ranked #84.

AssuredPartners Investment Advisors first reported a position in GS in Q2 2025 and has held it in 5 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • AssuredPartners Investment Advisors held 3,208 shares of Goldman Sachs worth $3.24M as of Q2 2026.
  • AssuredPartners Investment Advisors sold 193 Goldman Sachs shares in Q2 2026, an estimated $188K.
  • Goldman Sachs made up 0.31% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #84 holding.
  • AssuredPartners Investment Advisors first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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