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Diversify Advisory Services’s Goldman Sachs GS Stock Holding History

Diversify Advisory Services’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 		$7.21M Buy
6,874
+6,157
+859% +$6M 0.12% 177
2026
Q1 		$649K Sell
717
-4,857
-87% -$4.33M 0.1% 99
2025
Q4 		$5.36M Sell
5,574
-615
-10% -$502K 0.17% 95
2025
Q3 		$4.86M Sell
6,189
-2,085
-25% -$1.54M 0.16% 102
2025
Q2 		$6.15M Buy
8,274
+3,757
+83% +$2.18M 0.24% 70
2025
Q1 		$2.48M Buy
4,517
+1,053
+30% +$634K 0.15% 104
2024
Q4 		$1.94M Sell
3,464
-535
-13% -$298K 0.11% 138
2024
Q3 		$2.07M Sell
3,999
-673
-14% -$329K 0.11% 162
2024
Q2 		$2.21M Buy
4,672
+356
+8% +$156K 0.12% 148
2024
Q1 		$1.78M Buy
+4,316
New +$1.67M 0.11% 164

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

Diversify Advisory Services's GS Position: Q2 2026 in Review

Diversify Advisory Services increased its Goldman Sachs (GS) stake by 859% in Q2 2026, buying an estimated $6M and bringing the position to 6,874 shares worth $7.21M. The position accounts for 0.12% of the portfolio, ranked #177.

Diversify Advisory Services first reported a position in GS in Q1 2024 and has held it in 10 quarters since. 3,153 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Diversify Advisory Services held 6,874 shares of Goldman Sachs worth $7.21M as of Q2 2026.
  • Diversify Advisory Services bought 6,157 Goldman Sachs shares in Q2 2026, an estimated $6M.
  • Goldman Sachs made up 0.12% of Diversify Advisory Services's portfolio in Q2 2026, its #177 holding.
  • Diversify Advisory Services first reported a position in Goldman Sachs in Q1 2024 and has held it in 10 quarters since.
  • 3,153 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.