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Ballew Advisors’s Goldman Sachs GS Stock Holding History

Ballew 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 		$207K Buy
+203
New +$198K 0.11% 122
2018
Q4 		– Sell
-100
Closed -$21K – 233
2018
Q3 		$21K Hold
100
– – 0.02% 236
2018
Q2 		$22K Hold
100
– – 0.02% 230
2018
Q1 		$25K Buy
+100
New +$26K 0.02% 218

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Ballew Advisors's GS Position: Q2 2026 in Review

Ballew Advisors opened a new position in Goldman Sachs (GS) in Q2 2026: 203 shares worth $207K. The stake represents 0.11% of the portfolio and ranks #122 among its holdings. This is a return to the name: Ballew Advisors previously reported a position in GS as recently as Q3 2018.

Ballew Advisors first reported a position in GS in Q1 2018 and has held it in 4 quarters since. 3,164 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Ballew Advisors held 203 shares of Goldman Sachs worth $207K as of Q2 2026.
  • Goldman Sachs was a new Ballew Advisors position in Q2 2026.
  • Goldman Sachs made up 0.11% of Ballew Advisors's portfolio in Q2 2026, its #122 holding.
  • Ballew Advisors first reported a position in Goldman Sachs in Q1 2018 and has held it in 4 quarters since.
  • 3,164 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.