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Bell Investment Advisors’s Goldman Sachs GS Stock Holding History

Bell Investment 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 		$264K Buy
261
+4
+2% +$3.9K 0.04% 117
2026
Q1 		$217K Sell
257
-19
-7% -$16.9K 0.03% 115
2025
Q4 		$243K Buy
276
+29
+12% +$23.7K 0.04% 111
2025
Q3 		$197K Hold
247
– – 0.03% 120
2025
Q2 		$175K Buy
247
+24
+11% +$13.9K 0.03% 122
2025
Q1 		$122K Buy
223
+4
+2% +$2.41K 0.02% 132
2024
Q4 		$125K Sell
219
-3
-1% -$1.67K 0.02% 129
2024
Q3 		$110K Hold
222
– – 0.02% 141
2024
Q2 		$100K Hold
222
– – 0.02% 137
2024
Q1 		$92.7K Buy
222
+1
+0.5% +$388 0.02% 142
2023
Q4 		$85.3K Buy
221
+24
+12% +$8.01K 0.02% 147
2023
Q3 		$63.7K Sell
197
-26
-12% -$8.69K 0.01% 158
2023
Q2 		$71.9K Buy
223
+10
+5% +$3.29K 0.02% 139
2023
Q1 		$69.7K Sell
213
-5
-2% -$1.74K 0.02% 135
2022
Q4 		$74.9K Buy
218
+25
+13% +$8.7K 0.02% 124
2022
Q3 		$57K Buy
193
+49
+34% +$15.9K 0.02% 122
2022
Q2 		$43K Buy
+144
New +$44.8K 0.01% 152
2021
Q4 		$62K Buy
162
+5
+3% +$1.98K 0.02% 135
2021
Q3 		$59K Buy
+157
New +$61.3K 0.02% 124

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

Bell Investment Advisors's GS Position: Q2 2026 in Review

Bell Investment Advisors increased its Goldman Sachs (GS) stake by 1.6% in Q2 2026, buying an estimated $3.9K and bringing the position to 261 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #117.

Bell Investment Advisors first reported a position in GS in Q3 2021 and has held it in 19 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Bell Investment Advisors held 261 shares of Goldman Sachs worth $264K as of Q2 2026.
  • Bell Investment Advisors bought 4 Goldman Sachs shares in Q2 2026, an estimated $3.9K.
  • Goldman Sachs made up 0.04% of Bell Investment Advisors's portfolio in Q2 2026, its #117 holding.
  • Bell Investment Advisors first reported a position in Goldman Sachs in Q3 2021 and has held it in 19 quarters since.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.