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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Atlas Private Wealth Advisors's GS Position: Q1 2026 in Review

Atlas Private Wealth Advisors reduced its Goldman Sachs (GS) stake by 5.8% in Q1 2026, selling an estimated $15.2K and leaving 274 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #123.

Atlas Private Wealth Advisors first reported a position in GS in Q2 2020 and has held it in 23 quarters since. The position peaked at $2.01M in Q2 2023. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Atlas Private Wealth Advisors held 274 shares of Goldman Sachs worth $231K as of Q1 2026.
Atlas Private Wealth Advisors sold 17 Goldman Sachs shares in Q1 2026, an estimated $15.2K.
Goldman Sachs made up 0.05% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #123 holding.
Atlas Private Wealth Advisors first reported a position in Goldman Sachs in Q2 2020 and has held it in 23 quarters since.
Atlas Private Wealth Advisors's Goldman Sachs position peaked at $2.01M in Q2 2023.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.