Edge Wealth Management’s Goldman Sachs GS Stock Holding History

Edge Wealth Management’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	$385K	Buy	381 +1	+0.3%	+$975	0.06%	58
2026 Q1	$322K	Hold	380	–	–	0.06%	60
2025 Q4	$334K	Buy	380 +1	+0.3%	+$816	0.06%	58
2025 Q3	$302K	Hold	379	–	–	0.05%	71
2025 Q2	$268K	Buy	379 +1	+0.3%	+$579	0.05%	67
2025 Q1	$207K	Buy	378 +1	+0.3%	+$602	0.04%	75
2024 Q4	$216K	Buy	+377	New	+$210K	0.04%	71
2022 Q3	–	Sell	-842	Closed	-$250K	–	85
2022 Q2	$250K	Buy	842 +235	+39%	+$73.2K	0.05%	68
2022 Q1	$201K	Buy	607 +156	+35%	+$55.1K	0.04%	80
2021 Q4	$172K	Buy	451 +19	+4%	+$7.52K	0.03%	98
2021 Q3	$163K	Buy	432 +1	+0.2%	+$391	0.03%	98
2021 Q2	$164K	Hold	431	–	–	0.03%	100
2021 Q1	$141K	Buy	431 +13	+3%	+$4.05K	0.03%	106
2020 Q4	$110K	Buy	418 +69	+20%	+$15.4K	0.03%	122
2020 Q3	$70K	Sell	349 -26	-7%	-$5.29K	0.02%	177
2020 Q2	$74K	Buy	375 +47	+14%	+$8.82K	0.01%	234
2020 Q1	$51K	Buy	328 +53	+19%	+$11.3K	0.01%	236
2019 Q4	$63K	Hold	275	–	–	0.01%	235
2019 Q3	$56K	Hold	275	–	–	0.01%	245
2019 Q2	$56K	Hold	275	–	–	0.01%	247
2019 Q1	$53K	Sell	275 -2,006	-88%	-$387K	0.01%	237
2018 Q4	$381K	Buy	2,281 +1,991	+687%	+$402K	0.11%	103
2018 Q3	$65K	Hold	290	–	–	0.02%	230
2018 Q2	$64K	Hold	290	–	–	0.02%	222
2018 Q1	$73K	Buy	290 +25	+9%	+$6.51K	0.02%	191
2017 Q4	$67K	Hold	265	–	–	0.02%	195
2017 Q3	$63K	Sell	265 -1	-0.4%	-$226	0.02%	200
2017 Q2	$60K	Sell	266 -1,312	-83%	-$292K	0.02%	208
2017 Q1	$86K	Sell	1,578 -199	-11%	-$48K	0.03%	176
2016 Q4	$90K	Buy	1,777 +1,562	+727%	+$317K	0.03%	159
2016 Q3	$35K	Hold	215	–	–	0.01%	209
2016 Q2	$32K	Buy	+215	New	+$33.5K	0.01%	206
2014 Q2	–	Sell	-35	Closed	-$6K	–	402
2014 Q1	$6K	Hold	35	–	–	﹤0.01%	315
2013 Q4	$6K	Hold	35	–	–	﹤0.01%	289
2013 Q3	$6K	Hold	35	–	–	﹤0.01%	259
2013 Q2	$5K	Buy	+35	New	+$5.34K	﹤0.01%	257

Other funds holding GS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Edge Wealth Management's GS Position: Q2 2026 in Review

Edge Wealth Management increased its Goldman Sachs (GS) stake by 0.26% in Q2 2026, buying an estimated $975 and bringing the position to 381 shares worth $385K. The position accounts for 0.06% of the portfolio, ranked #58.

Edge Wealth Management first reported a position in GS in Q2 2013 and has held it in 36 quarters since. 549 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Edge Wealth Management held 381 shares of Goldman Sachs worth $385K as of Q2 2026.
Edge Wealth Management bought 1 Goldman Sachs share in Q2 2026, an estimated $975.
Goldman Sachs made up 0.06% of Edge Wealth Management's portfolio in Q2 2026, its #58 holding.
Edge Wealth Management first reported a position in Goldman Sachs in Q2 2013 and has held it in 36 quarters since.
549 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.