Bellwether Advisors’s Goldman Sachs GS Stock Holding History

Bellwether 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	–	Sell	-4,487	Closed	-$3.8M	–	183
2026 Q1	$3.8M	Buy	+4,487	New	+$4M	0.64%	39
2025 Q2	–	Sell	-4	Closed	-$2.19K	–	603
2025 Q1	$2.19K	Hold	4	–	–	﹤0.01%	428
2024 Q4	$2.29K	Buy	+4	New	+$2.23K	﹤0.01%	439
2023 Q2	–	Sell	-4	Closed	-$1.31K	–	235
2023 Q1	$1.31K	Hold	4	–	–	﹤0.01%	360
2022 Q4	$1.37K	Hold	4	–	–	﹤0.01%	371
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	429
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	358
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	503
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	531
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	506
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	402
2021 Q1	$1K	Hold	4	–	–	﹤0.01%	376
2020 Q4	$1K	Buy	+4	New	+$890	﹤0.01%	314

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bellwether Advisors's GS Position: Q2 2026 in Review

Bellwether Advisors sold out of Goldman Sachs (GS) in Q2 2026, closing a stake of 4,487 shares — an estimated $3.8M sold.

Bellwether Advisors first reported a position in GS in Q4 2020 and held it in 13 quarters. The position peaked at $3.8M in Q1 2026. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Bellwether Advisors reported no remaining Goldman Sachs position as of Q2 2026 after selling out during the quarter.
Bellwether Advisors sold 4,487 Goldman Sachs shares in Q2 2026, an estimated $3.8M.
Bellwether Advisors first reported a position in Goldman Sachs in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's Goldman Sachs position peaked at $3.8M in Q1 2026.
3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.