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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Athena Wealth Management's GS Position: Q2 2026 in Review

Athena Wealth Management increased its Goldman Sachs (GS) stake by 3% in Q2 2026, buying an estimated $29.2K and bringing the position to 1,023 shares worth $1.03M. The position accounts for 0.77% of the portfolio, ranked #34.

Athena Wealth Management first reported a position in GS in Q4 2025 and has held it in 3 quarters since. 802 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Athena Wealth Management held 1,023 shares of Goldman Sachs worth $1.03M as of Q2 2026.
  • Athena Wealth Management bought 30 Goldman Sachs shares in Q2 2026, an estimated $29.2K.
  • Goldman Sachs made up 0.77% of Athena Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Athena Wealth Management first reported a position in Goldman Sachs in Q4 2025 and has held it in 3 quarters since.
  • 802 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.