Atticus Wealth Management’s Goldman Sachs GS Stock Holding History

Atticus 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 Q3	$490K	Buy	544 +14	+3%	+$14.3K	0.11%	108
2026 Q2	$536K	Buy	530 +2	+0.4%	+$1.95K	0.13%	102
2026 Q1	$447K	Sell	528 -378	-42%	-$337K	0.12%	114
2025 Q4	$797K	Hold	906	–	–	0.2%	77
2025 Q3	$721K	Buy	906 +285	+46%	+$211K	0.18%	75
2025 Q2	$440K	Buy	621 +241	+63%	+$140K	0.12%	96
2025 Q1	$208K	Hold	380	–	–	0.07%	116
2024 Q4	$218K	Hold	380	–	–	0.07%	112
2024 Q3	$188K	Hold	380	–	–	0.06%	120
2024 Q2	$172K	Hold	380	–	–	0.06%	124
2024 Q1	$159K	Hold	380	–	–	0.05%	130
2023 Q4	$147K	Buy	380 +30	+9%	+$10K	0.05%	135
2023 Q3	$113K	Hold	350	–	–	0.04%	163
2023 Q2	$113K	Hold	350	–	–	0.04%	169
2023 Q1	$114K	Buy	350 +30	+9%	+$10.4K	0.04%	161
2022 Q4	$110K	Buy	+320	New	+$111K	0.05%	172
2020 Q1	–	Sell	-4	Closed	-$1K	–	360
2019 Q4	$1K	Buy	+4	New	+$868	﹤0.01%	326

Other funds holding GS

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Atticus Wealth Management's GS Position: Q3 2026 in Review

Atticus Wealth Management increased its Goldman Sachs (GS) stake by 2.6% in Q3 2026, buying an estimated $14.3K and bringing the position to 544 shares worth $490K. The position accounts for 0.11% of the portfolio, ranked #108.

Atticus Wealth Management first reported a position in GS in Q4 2019 and has held it in 17 quarters since. The position peaked at $797K in Q4 2025. 1,955 funds tracked by Wall St. Rank hold GS as of Q3 2026.

Atticus Wealth Management held 544 shares of Goldman Sachs worth $490K as of Q3 2026.
Atticus Wealth Management bought 14 Goldman Sachs shares in Q3 2026, an estimated $14.3K.
Goldman Sachs made up 0.11% of Atticus Wealth Management's portfolio in Q3 2026, its #108 holding.
Atticus Wealth Management first reported a position in Goldman Sachs in Q4 2019 and has held it in 17 quarters since.
Atticus Wealth Management's Goldman Sachs position peaked at $797K in Q4 2025.
1,955 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.