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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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. 3,175 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.
  • 3,175 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.