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Atlas Private Wealth Advisors’s Goldman Sachs GS Stock Holding History

Atlas Private Wealth Advisors’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 		$275K Sell
272
-2
-0.7% -$1.95K 0.06% 117
2026
Q1 		$231K Sell
274
-17
-6% -$15.2K 0.05% 123
2025
Q4 		$255K Sell
291
-20
-6% -$16.3K 0.06% 116
2025
Q3 		$248K Sell
311
-324
-51% -$240K 0.06% 123
2025
Q2 		$450K Buy
635
+30
+5% +$17.4K 0.06% 123
2025
Q1 		$331K Buy
605
+36
+6% +$21.7K 0.05% 136
2024
Q4 		$327K Buy
569
+2
+0.4% +$1.12K 0.05% 125
2024
Q3 		$281K Buy
567
+3
+0.5% +$1.47K 0.04% 130
2024
Q2 		$255K Buy
+564
New +$247K 0.04% 134
2024
Q1 		– Sell
-559
Closed -$216K – 129
2023
Q4 		$216K Sell
559
-5,622
-91% -$1.88M 0.04% 148
2023
Q3 		$2M Sell
6,181
-51
-0.8% -$17K 0.38% 45
2023
Q2 		$2.01M Buy
6,232
+3,109
+100% +$1.02M 0.41% 44
2023
Q1 		$1.02M Sell
3,123
-19
-0.6% -$6.61K 0.47% 36
2022
Q4 		$1.08M Sell
3,142
-118
-4% -$41.1K 0.57% 34
2022
Q3 		$955K Sell
3,260
-21
-0.6% -$6.8K 0.57% 36
2022
Q2 		$974K Buy
3,281
+1,413
+76% +$440K 0.58% 37
2022
Q1 		$617K Buy
1,868
+33
+2% +$11.7K 0.27% 80
2021
Q4 		$702K Sell
1,835
-4
-0.2% -$1.58K 0.32% 71
2021
Q3 		$695K Sell
1,839
-19
-1% -$7.42K 0.36% 59
2021
Q2 		$705K Sell
1,858
-21
-1% -$7.51K 0.38% 60
2021
Q1 		$614K Buy
1,879
+5
+0.3% +$1.56K 0.34% 66
2020
Q4 		$494K Sell
1,874
-51
-3% -$11.4K 0.33% 69
2020
Q3 		$387K Sell
1,925
-201
-9% -$40.9K 0.32% 69
2020
Q2 		$420K Buy
+2,126
New +$399K 0.37% 65

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Atlas Private Wealth Advisors's GS Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its Goldman Sachs (GS) stake by 0.73% in Q2 2026, selling an estimated $1.95K and leaving 272 shares worth $275K. The position accounts for 0.06% of the portfolio, ranked #117.

Atlas Private Wealth Advisors first reported a position in GS in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.01M in Q2 2023. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Atlas Private Wealth Advisors held 272 shares of Goldman Sachs worth $275K as of Q2 2026.
  • Atlas Private Wealth Advisors sold 2 Goldman Sachs shares in Q2 2026, an estimated $1.95K.
  • Goldman Sachs made up 0.06% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #117 holding.
  • Atlas Private Wealth Advisors first reported a position in Goldman Sachs in Q2 2020 and has held it in 24 quarters since.
  • Atlas Private Wealth Advisors's Goldman Sachs position peaked at $2.01M in Q2 2023.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.