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Avantax Advisory Services’s Goldman Sachs GS Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$18M Buy
25,459
+2,001
+9% +$1.16M 0.1% 160
2025
Q1 		$12.8M Buy
23,458
+1,635
+7% +$984K 0.08% 201
2024
Q4 		$12.5M Buy
21,823
+846
+4% +$472K 0.08% 188
2024
Q3 		$10.4M Buy
20,977
+869
+4% +$425K 0.07% 211
2024
Q2 		$9.1M Buy
20,108
+5,366
+36% +$2.35M 0.06% 224
2024
Q1 		$6.16M Buy
14,742
+5,335
+57% +$2.07M 0.05% 261
2023
Q4 		$3.63M Sell
9,407
-101
-1% -$33.7K 0.04% 343
2023
Q3 		$3.08M Sell
9,508
-1,245
-12% -$416K 0.03% 353
2023
Q2 		$3.47M Buy
10,753
+812
+8% +$267K 0.04% 324
2023
Q1 		$3.25M Buy
9,941
+1,128
+13% +$393K 0.04% 329
2022
Q4 		$3.03M Buy
8,813
+459
+5% +$160K 0.04% 332
2022
Q3 		$2.45M Buy
8,354
+467
+6% +$151K 0.04% 339
2022
Q2 		$2.34M Buy
7,887
+471
+6% +$147K 0.04% 343
2022
Q1 		$2.45M Buy
7,416
+508
+7% +$179K 0.03% 333
2021
Q4 		$2.64M Buy
6,908
+41
+0.6% +$16.2K 0.04% 308
2021
Q3 		$2.6M Buy
6,867
+862
+14% +$337K 0.04% 293
2021
Q2 		$2.29M Buy
6,005
+615
+11% +$220K 0.04% 305
2021
Q1 		$1.76M Buy
5,390
+694
+15% +$216K 0.04% 313
2020
Q4 		$1.24M Sell
4,696
-5,889
-56% -$1.31M 0.03% 358
2020
Q3 		$2.13M Buy
10,585
+5,924
+127% +$1.21M 0.03% 354
2020
Q2 		$922K Sell
4,661
-125
-3% -$23.5K 0.03% 359
2020
Q1 		$743K Buy
4,786
+634
+15% +$135K 0.02% 351
2019
Q4 		$955K Buy
4,152
+630
+18% +$137K 0.02% 344
2019
Q3 		$731K Buy
3,522
+702
+25% +$147K 0.03% 261
2019
Q2 		$577K Buy
2,820
+240
+9% +$47.5K 0.03% 269
2019
Q1 		$495K Buy
2,580
+877
+51% +$169K 0.03% 277
2018
Q4 		$285K Buy
+1,703
New +$344K 0.05% 305

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avantax Advisory Services's GS Position: Q2 2025 in Review

Avantax Advisory Services increased its Goldman Sachs (GS) stake by 8.5% in Q2 2025, buying an estimated $1.16M and bringing the position to 25,459 shares worth $18M. The position accounts for 0.1% of the portfolio, ranked #160.

Avantax Advisory Services first reported a position in GS in Q4 2018 and has held it in 27 quarters since. 2,600 funds tracked by Wall St. Rank hold GS as of Q2 2025.

  • Avantax Advisory Services held 25,459 shares of Goldman Sachs worth $18M as of Q2 2025.
  • Avantax Advisory Services bought 2,001 Goldman Sachs shares in Q2 2025, an estimated $1.16M.
  • Goldman Sachs made up 0.1% of Avantax Advisory Services's portfolio in Q2 2025, its #160 holding.
  • Avantax Advisory Services first reported a position in Goldman Sachs in Q4 2018 and has held it in 27 quarters since.
  • 2,600 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.