Detalus Advisors’s Goldman Sachs GS Stock Holding History

Detalus 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	$310K	Buy	306 +2	+0.7%	+$1.95K	0.06%	144
2026 Q1	$257K	Sell	304 -4	-1%	-$3.57K	0.06%	151
2025 Q4	$271K	Hold	308	–	–	0.07%	145
2025 Q3	$245K	Hold	308	–	–	0.06%	153
2025 Q2	$218K	Buy	+308	New	+$178K	0.06%	157
2022 Q4	–	Sell	-932	Closed	-$273K	–	142
2022 Q3	$273K	Sell	932 -275	-23%	-$89.1K	0.16%	98
2022 Q2	$359K	Hold	1,207	–	–	0.21%	78
2022 Q1	$398K	Buy	+1,207	New	+$426K	0.21%	76

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

Detalus Advisors's GS Position: Q2 2026 in Review

Detalus Advisors increased its Goldman Sachs (GS) stake by 0.66% in Q2 2026, buying an estimated $1.95K and bringing the position to 306 shares worth $310K. The position accounts for 0.06% of the portfolio, ranked #144.

Detalus Advisors first reported a position in GS in Q1 2022 and has held it in 8 quarters since. The position peaked at $398K in Q1 2022. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Detalus Advisors held 306 shares of Goldman Sachs worth $310K as of Q2 2026.
Detalus Advisors bought 2 Goldman Sachs shares in Q2 2026, an estimated $1.95K.
Goldman Sachs made up 0.06% of Detalus Advisors's portfolio in Q2 2026, its #144 holding.
Detalus Advisors first reported a position in Goldman Sachs in Q1 2022 and has held it in 8 quarters since.
Detalus Advisors's Goldman Sachs position peaked at $398K in Q1 2022.
3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Detalus Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.