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 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%	+$9.79K	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

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Atlantic Edge Private Wealth Management's GS Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its Goldman Sachs (GS) stake by 2.8% in Q2 2026, selling an estimated $14.6K and leaving 525 shares worth $531K. The position accounts for 0.11% of the portfolio, ranked #101.

Atlantic Edge Private Wealth Management first reported a position in GS in Q4 2023 and has held it in 11 quarters since. 1,280 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Atlantic Edge Private Wealth Management held 525 shares of Goldman Sachs worth $531K as of Q2 2026.
Atlantic Edge Private Wealth Management sold 15 Goldman Sachs shares in Q2 2026, an estimated $14.6K.
Goldman Sachs made up 0.11% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #101 holding.
Atlantic Edge Private Wealth Management first reported a position in Goldman Sachs in Q4 2023 and has held it in 11 quarters since.
1,280 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.