Crux Wealth Advisors’s Goldman Sachs GS Stock Holding History

Crux Wealth 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	$312K	Buy	309 +1	+0.3%	+$975	0.11%	152
2026 Q1	$260K	Buy	308 +2	+0.7%	+$1.78K	0.1%	153
2025 Q4	$269K	Buy	306 +2	+0.7%	+$1.63K	0.1%	149
2025 Q3	$242K	Buy	304 +1	+0.3%	+$741	0.1%	153
2025 Q2	$214K	Buy	+303	New	+$176K	0.09%	158

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

Crux Wealth Advisors's GS Position: Q2 2026 in Review

Crux Wealth Advisors increased its Goldman Sachs (GS) stake by 0.32% in Q2 2026, buying an estimated $975 and bringing the position to 309 shares worth $312K. The position accounts for 0.11% of the portfolio, ranked #152.

Crux Wealth Advisors first reported a position in GS in Q2 2025 and has held it in 5 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Crux Wealth Advisors held 309 shares of Goldman Sachs worth $312K as of Q2 2026.
Crux Wealth Advisors bought 1 Goldman Sachs share in Q2 2026, an estimated $975.
Goldman Sachs made up 0.11% of Crux Wealth Advisors's portfolio in Q2 2026, its #152 holding.
Crux Wealth Advisors first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.