CWAF
GS icon

Core Wealth Advisors (Florida)’s Goldman Sachs GS Stock Holding History

Core Wealth Advisors (Florida)’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
-269
Closed -$228K – 128
2026
Q1 		$228K Buy
+269
New +$240K 0.05% 103
2022
Q1 		– Sell
-2,649
Closed -$1.01M – 208
2021
Q4 		$1.01M Buy
2,649
+33
+1% +$13.1K 0.61% 20
2021
Q3 		$989K Buy
+2,616
New +$1.02M 0.66% 22

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

Core Wealth Advisors (Florida)'s GS Position: Q2 2026 in Review

Core Wealth Advisors (Florida) sold out of Goldman Sachs (GS) in Q2 2026, closing a stake of 269 shares — an estimated $228K sold.

Core Wealth Advisors (Florida) first reported a position in GS in Q3 2021 and held it in 3 quarters. The position peaked at $1.01M in Q4 2021. 3,147 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Core Wealth Advisors (Florida) reported no remaining Goldman Sachs position as of Q2 2026 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 269 Goldman Sachs shares in Q2 2026, an estimated $228K.
  • Core Wealth Advisors (Florida) first reported a position in Goldman Sachs in Q3 2021 and held it in 3 quarters.
  • Core Wealth Advisors (Florida)'s Goldman Sachs position peaked at $1.01M in Q4 2021.
  • 3,147 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.