Clearstead Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $15.1M | Buy |
14,940
+840
| +6% | +$819K | 0.14% | 128 |
|
|
2026
Q1 | $11.9M | Sell |
14,100
-739
| -5% | -$659K | 0.11% | 154 |
|
|
2025
Q4 | $13M | Buy |
14,839
+464
| +3% | +$379K | 0.16% | 112 |
|
|
2025
Q3 | $11.4M | Sell |
14,375
-247
| -2% | -$183K | 0.15% | 128 |
|
|
2025
Q2 | $10.3M | Buy |
14,622
+570
| +4% | +$330K | 0.15% | 127 |
|
|
2025
Q1 | $7.68M | Buy |
14,052
+45
| +0.3% | +$27.1K | 0.12% | 141 |
|
|
2024
Q4 | $8.02M | Buy |
14,007
+731
| +6% | +$408K | 0.12% | 143 |
|
|
2024
Q3 | $6.57M | Sell |
13,276
-203
| -2% | -$99.3K | 0.1% | 157 |
|
|
2024
Q2 | $6.1M | Buy |
13,479
+5,022
| +59% | +$2.2M | 0.1% | 156 |
|
|
2024
Q1 | $3.84M | Buy |
8,457
+290
| +4% | +$113K | 0.19% | 96 |
|
|
2023
Q4 | $3.15M | Buy |
8,167
+635
| +8% | +$212K | 0.17% | 110 |
|
|
2023
Q3 | $2.44M | Buy |
7,532
+1,724
| +30% | +$576K | 0.15% | 115 |
|
|
2023
Q2 | $1.87M | Sell |
5,808
-14
| -0.2% | -$4.6K | 0.11% | 148 |
|
|
2023
Q1 | $1.9M | Buy |
5,822
+333
| +6% | +$116K | 0.14% | 129 |
|
|
2022
Q4 | $1.88M | Sell |
5,489
-383
| -7% | -$133K | 0.15% | 127 |
|
|
2022
Q3 | $1.72M | Buy |
5,872
+683
| +13% | +$221K | 0.16% | 120 |
|
|
2022
Q2 | $1.54M | Sell |
5,189
-98
| -2% | -$30.5K | 0.12% | 140 |
|
|
2022
Q1 | $1.75M | Buy |
5,287
+973
| +23% | +$344K | 0.12% | 139 |
|
|
2021
Q4 | $1.65M | Buy |
4,314
+355
| +9% | +$141K | 0.11% | 144 |
|
|
2021
Q3 | $1.5M | Buy |
3,959
+146
| +4% | +$57K | 0.11% | 140 |
|
|
2021
Q2 | $1.45M | Sell |
3,813
-39
| -1% | -$14K | 0.11% | 137 |
|
|
2021
Q1 | $1.26M | Buy |
3,852
+422
| +12% | +$131K | 0.1% | 144 |
|
|
2020
Q4 | $904K | Sell |
3,430
-199
| -5% | -$44.3K | 0.08% | 158 |
|
|
2020
Q3 | $729K | Buy |
3,629
+245
| +7% | +$49.8K | 0.08% | 157 |
|
|
2020
Q2 | $669K | Sell |
3,384
-58
| -2% | -$10.9K | 0.08% | 159 |
|
|
2020
Q1 | $532K | Buy |
3,442
+387
| +13% | +$82.1K | 0.08% | 152 |
|
|
2019
Q4 | $702K | Sell |
3,055
-14
| -0.5% | -$3.04K | 0.09% | 146 |
|
|
2019
Q3 | $636K | Sell |
3,069
-7
| -0.2% | -$1.46K | 0.09% | 149 |
|
|
2019
Q2 | $629K | Buy |
3,076
+1,805
| +142% | +$357K | 0.08% | 150 |
|
|
2019
Q1 | $244K | Buy |
+1,271
| New | +$245K | 0.03% | 232 |
|
|
2018
Q4 | – | Sell |
-1,017
| Closed | -$228K | – | 250 |
|
|
2018
Q3 | $228K | Hold |
1,017
| – | – | 0.03% | 210 |
|
|
2018
Q2 | $224K | Sell |
1,017
-75
| -7% | -$17.9K | 0.03% | 211 |
|
|
2018
Q1 | $275K | Hold |
1,092
| – | – | 0.04% | 197 |
|
|
2017
Q4 | $278K | Hold |
1,092
| – | – | 0.04% | 189 |
|
|
2017
Q3 | $259K | Buy |
+1,092
| New | +$246K | 0.03% | 210 |
|
|
2017
Q1 | – | Sell |
-1,180
| Closed | -$283K | – | 222 |
|
|
2016
Q4 | $283K | Buy |
+1,180
| New | +$240K | 0.05% | 172 |
|
Other funds holding GS
Clearstead Advisors's GS Position: Q2 2026 in Review
Clearstead Advisors increased its Goldman Sachs (GS) stake by 6% in Q2 2026, buying an estimated $819K and bringing the position to 14,940 shares worth $15.1M. The position accounts for 0.14% of the portfolio, ranked #128.
Clearstead Advisors first reported a position in GS in Q4 2016 and has held it in 36 quarters since. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.
- Clearstead Advisors held 14,940 shares of Goldman Sachs worth $15.1M as of Q2 2026.
- Clearstead Advisors bought 840 Goldman Sachs shares in Q2 2026, an estimated $819K.
- Goldman Sachs made up 0.14% of Clearstead Advisors's portfolio in Q2 2026, its #128 holding.
- Clearstead Advisors first reported a position in Goldman Sachs in Q4 2016 and has held it in 36 quarters since.
- 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.