Atlantic Edge Private Wealth Management’s Goldman Sachs GS Stock Holding History

Atlantic Edge Private 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	$473K	Hold	525	–	–	0.1%	98
2026 Q2	$531K	Sell	525 -15	-3%	-$14.6K	0.11%	101
2026 Q1	$457K	Buy	540 +8	+2%	+$7.14K	0.11%	98
2025 Q4	$468K	Buy	532 +12	+2%	+$9.8K	0.12%	95
2025 Q3	$414K	Buy	520 +15	+3%	+$11.1K	0.11%	99
2025 Q2	$357K	Buy	505 +105	+26%	+$60.8K	0.1%	104
2025 Q1	$219K	Buy	400 +10	+3%	+$6.02K	0.07%	120
2024 Q4	$223K	Sell	390 -14	-3%	-$7.81K	0.07%	123
2024 Q3	$200K	Hold	404	–	–	0.06%	131
2024 Q2	$183K	Buy	404 +10	+3%	+$4.39K	0.06%	130
2024 Q1	$165K	Hold	394	–	–	0.06%	136
2023 Q4	$152K	Buy	+394	New	+$132K	0.06%	134

Other funds holding GS

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Atlantic Edge Private Wealth Management's GS Position: Q3 2026 in Review

Atlantic Edge Private Wealth Management held its Goldman Sachs (GS) position steady in Q3 2026 at 525 shares worth $473K. The position accounts for 0.1% of the portfolio, ranked #98.

Atlantic Edge Private Wealth Management first reported a position in GS in Q4 2023 and has held it in 12 quarters since. The position peaked at $531K in Q2 2026. 2,750 funds tracked by Wall St. Rank hold GS as of Q3 2026.

Atlantic Edge Private Wealth Management held 525 shares of Goldman Sachs worth $473K as of Q3 2026.
Atlantic Edge Private Wealth Management left its Goldman Sachs share count unchanged in Q3 2026.
Goldman Sachs made up 0.1% of Atlantic Edge Private Wealth Management's portfolio in Q3 2026, its #98 holding.
Atlantic Edge Private Wealth Management first reported a position in Goldman Sachs in Q4 2023 and has held it in 12 quarters since.
Atlantic Edge Private Wealth Management's Goldman Sachs position peaked at $531K in Q2 2026.
2,750 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.