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Elevated Financial Group’s Goldman Sachs GS Stock Holding History

Elevated Financial Group’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 		$965K Sell
954
-303
-24% -$295K 0.26% 47
2026
Q1 		$1.06M Buy
1,257
+18
+1% +$16.1K 0.35% 46
2025
Q4 		$1.09M Buy
+1,239
New +$1.01M 0.38% 41

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

Elevated Financial Group's GS Position: Q2 2026 in Review

Elevated Financial Group reduced its Goldman Sachs (GS) stake by 24% in Q2 2026, selling an estimated $295K and leaving 954 shares worth $965K. The position accounts for 0.26% of the portfolio, ranked #47.

Elevated Financial Group first reported a position in GS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.09M in Q4 2025. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Elevated Financial Group held 954 shares of Goldman Sachs worth $965K as of Q2 2026.
  • Elevated Financial Group sold 303 Goldman Sachs shares in Q2 2026, an estimated $295K.
  • Goldman Sachs made up 0.26% of Elevated Financial Group's portfolio in Q2 2026, its #47 holding.
  • Elevated Financial Group first reported a position in Goldman Sachs in Q4 2025 and has held it in 3 quarters since.
  • Elevated Financial Group's Goldman Sachs position peaked at $1.09M in Q4 2025.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.