Elevated Capital Advisors
GS icon

Elevated Capital Advisors’s Goldman Sachs GS Stock Holding History

Elevated Capital 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
Q3 		$67.5K Hold
75
– – 0.02% 258
2026
Q2 		$75.9K Hold
75
– – 0.02% 307
2026
Q1 		$63.4K Sell
75
-122
-62% -$109K 0.02% 322
2025
Q4 		$173K Buy
+197
New +$161K 0.04% 268

Other funds holding GS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Elevated Capital Advisors's GS Position: Q3 2026 in Review

Elevated Capital Advisors held its Goldman Sachs (GS) position steady in Q3 2026 at 75 shares worth $67.5K. The position accounts for 0.02% of the portfolio, ranked #258.

Elevated Capital Advisors first reported a position in GS in Q4 2025 and has held it in 4 quarters since. The position peaked at $173K in Q4 2025. 1,848 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Elevated Capital Advisors held 75 shares of Goldman Sachs worth $67.5K as of Q3 2026.
  • Elevated Capital Advisors left its Goldman Sachs share count unchanged in Q3 2026.
  • Goldman Sachs made up 0.02% of Elevated Capital Advisors's portfolio in Q3 2026, its #258 holding.
  • Elevated Capital Advisors first reported a position in Goldman Sachs in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's Goldman Sachs position peaked at $173K in Q4 2025.
  • 1,848 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.