Elevation Wealth Partners
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Elevation Wealth Partners’s Goldman Sachs GS Stock Holding History

Elevation Wealth Partners’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 		$306K Buy
340
+40
+13% +$40.9K 0.09% 115
2026
Q2 		$303K Buy
300
+25
+9% +$24.4K 0.09% 108
2026
Q1 		$233K Buy
275
+2
+0.7% +$1.78K 0.08% 108
2025
Q4 		$240K Buy
273
+233
+583% +$190K 0.09% 108
2025
Q3 		$31.9K Buy
40
+20
+100% +$14.8K 0.01% 288
2025
Q2 		$14.2K Hold
20
– – 0.01% 343
2025
Q1 		$11K Hold
20
– – ﹤0.01% 363
2024
Q4 		$11.5K Hold
20
– – ﹤0.01% 359
2024
Q3 		$9.9K Hold
20
– – ﹤0.01% 357
2024
Q2 		$9.05K Hold
20
– – ﹤0.01% 352
2024
Q1 		$8.35K Sell
20
-349
-95% -$135K ﹤0.01% 366
2023
Q4 		$119K Buy
369
+335
+985% +$112K 0.07% 136
2023
Q3 		$11K Hold
34
– – 0.01% 237
2023
Q2 		$11K Hold
34
– – 0.01% 246
2023
Q1 		$11.1K Buy
+34
New +$11.8K 0.01% 254

Other funds holding GS

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Elevation Wealth Partners's GS Position: Q3 2026 in Review

Elevation Wealth Partners increased its Goldman Sachs (GS) stake by 13% in Q3 2026, buying an estimated $40.9K and bringing the position to 340 shares worth $306K. The position accounts for 0.09% of the portfolio, ranked #115.

Elevation Wealth Partners first reported a position in GS in Q1 2023 and has held it in 15 quarters since. 1,092 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Elevation Wealth Partners held 340 shares of Goldman Sachs worth $306K as of Q3 2026.
  • Elevation Wealth Partners bought 40 Goldman Sachs shares in Q3 2026, an estimated $40.9K.
  • Goldman Sachs made up 0.09% of Elevation Wealth Partners's portfolio in Q3 2026, its #115 holding.
  • Elevation Wealth Partners first reported a position in Goldman Sachs in Q1 2023 and has held it in 15 quarters since.
  • 1,092 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.