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Elevation Wealth Management’s Goldman Sachs GS Stock Holding History

Elevation 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 		$306K Buy
+303
New +$295K 0.23% 102

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

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

Elevation Wealth Management opened a new position in Goldman Sachs (GS) in Q2 2026: 303 shares worth $306K. The stake represents 0.23% of the portfolio and ranks #102 among its holdings.

3,153 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Elevation Wealth Management held 303 shares of Goldman Sachs worth $306K as of Q2 2026.
  • Goldman Sachs was a new Elevation Wealth Management position in Q2 2026.
  • Goldman Sachs made up 0.23% of Elevation Wealth Management's portfolio in Q2 2026, its #102 holding.
  • 3,153 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.