Athena Wealth Management
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Athena Wealth Management’s Goldman Sachs GS Stock Holding History

Athena Wealth Management’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
Q3 		$1.01M Buy
1,123
+100
+10% +$102K 0.73% 33
2026
Q2 		$1.03M Buy
1,023
+30
+3% +$29.2K 0.77% 34
2026
Q1 		$840K Buy
993
+372
+60% +$332K 0.69% 43
2025
Q4 		$546K Buy
+621
New +$507K 0.53% 45

Other funds holding GS

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
J.L. Bainbridge & Co
J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

Athena Wealth Management's GS Position: Q3 2026 in Review

Athena Wealth Management increased its Goldman Sachs (GS) stake by 9.8% in Q3 2026, buying an estimated $102K and bringing the position to 1,123 shares worth $1.01M. The position accounts for 0.73% of the portfolio, ranked #33.

Athena Wealth Management first reported a position in GS in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.03M in Q2 2026. 768 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Athena Wealth Management held 1,123 shares of Goldman Sachs worth $1.01M as of Q3 2026.
  • Athena Wealth Management bought 100 Goldman Sachs shares in Q3 2026, an estimated $102K.
  • Goldman Sachs made up 0.73% of Athena Wealth Management's portfolio in Q3 2026, its #33 holding.
  • Athena Wealth Management first reported a position in Goldman Sachs in Q4 2025 and has held it in 4 quarters since.
  • Athena Wealth Management's Goldman Sachs position peaked at $1.03M in Q2 2026.
  • 768 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.