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Dana Investment Advisors’s Goldman Sachs GS Stock Holding History

Dana 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 		$1.64M Buy
1,624
+237
+17% +$231K 0.04% 367
2026
Q1 		$1.17M Buy
1,387
+1
+0.1% +$892 0.04% 388
2025
Q4 		$1.22M Buy
1,386
+360
+35% +$294K 0.04% 376
2025
Q3 		$817K Buy
1,026
+360
+54% +$267K 0.02% 418
2025
Q2 		$471K Buy
666
+60
+10% +$34.8K 0.02% 460
2025
Q1 		$331K Buy
606
+81
+15% +$48.7K 0.01% 491
2024
Q4 		$301K Buy
+525
New +$293K 0.01% 502
2022
Q2 		– Sell
-1,271
Closed -$420K – 424
2022
Q1 		$420K Hold
1,271
– – 0.02% 280
2021
Q4 		$486K Hold
1,271
– – 0.02% 262
2021
Q3 		$480K Hold
1,271
– – 0.02% 249
2021
Q2 		$482K Hold
1,271
– – 0.02% 257
2021
Q1 		$416K Hold
1,271
– – 0.02% 267
2020
Q4 		$335K Sell
1,271
-35
-3% -$7.79K 0.02% 260
2020
Q3 		$262K Hold
1,306
– – 0.01% 256
2020
Q2 		$258K Hold
1,306
– – 0.01% 248
2020
Q1 		$202K Hold
1,306
– – 0.01% 261
2019
Q4 		$300K Buy
+1,306
New +$283K 0.01% 260
2016
Q2 		– Sell
-1,611
Closed -$253K – 270
2016
Q1 		$253K Sell
1,611
-17,833
-92% -$2.76M 0.01% 249
2015
Q4 		$19.4M Sell
19,444
-111,551
-85% -$20.7M 0.94% 43
2015
Q3 		$22.8M Buy
130,995
+6,455
+5% +$1.27M 1.07% 42
2015
Q2 		$26M Buy
+124,540
New +$25.4M 1.22% 33

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

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

Dana Investment Advisors increased its Goldman Sachs (GS) stake by 17% in Q2 2026, buying an estimated $231K and bringing the position to 1,624 shares worth $1.64M. The position accounts for 0.04% of the portfolio, ranked #367.

Dana Investment Advisors first reported a position in GS in Q2 2015 and has held it in 21 quarters since. The position peaked at $26M in Q2 2015. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Dana Investment Advisors held 1,624 shares of Goldman Sachs worth $1.64M as of Q2 2026.
  • Dana Investment Advisors bought 237 Goldman Sachs shares in Q2 2026, an estimated $231K.
  • Goldman Sachs made up 0.04% of Dana Investment Advisors's portfolio in Q2 2026, its #367 holding.
  • Dana Investment Advisors first reported a position in Goldman Sachs in Q2 2015 and has held it in 21 quarters since.
  • Dana Investment Advisors's Goldman Sachs position peaked at $26M in Q2 2015.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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