Atlantic Private Wealth
GS icon

Atlantic Private Wealth’s Goldman Sachs GS Stock Holding History

Atlantic Private Wealth’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 		$45K Hold
50
– – 0.03% 126
2026
Q2 		$50.6K Hold
50
– – 0.03% 128
2026
Q1 		$42.3K Hold
50
– – 0.03% 137
2025
Q4 		$44K Hold
50
– – 0.03% 126
2025
Q3 		$39.8K Hold
50
– – 0.03% 118
2025
Q2 		$35.4K Hold
50
– – 0.02% 121
2025
Q1 		$27.3K Hold
50
– – 0.02% 141
2024
Q4 		$28.6K Hold
50
– – 0.02% 120
2024
Q3 		$24.8K Buy
+50
New +$24.5K 0.02% 124

Other funds holding GS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Atlantic Private Wealth held its Goldman Sachs (GS) position steady in Q3 2026 at 50 shares worth $45K. The position accounts for 0.03% of the portfolio, ranked #126.

Atlantic Private Wealth first reported a position in GS in Q3 2024 and has held it in 9 quarters since. The position peaked at $50.6K in Q2 2026. 2,130 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Atlantic Private Wealth held 50 shares of Goldman Sachs worth $45K as of Q3 2026.
  • Atlantic Private Wealth left its Goldman Sachs share count unchanged in Q3 2026.
  • Goldman Sachs made up 0.03% of Atlantic Private Wealth's portfolio in Q3 2026, its #126 holding.
  • Atlantic Private Wealth first reported a position in Goldman Sachs in Q3 2024 and has held it in 9 quarters since.
  • Atlantic Private Wealth's Goldman Sachs position peaked at $50.6K in Q2 2026.
  • 2,130 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Atlantic Private Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.