EWP
GS icon

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
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 		$9.94K 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

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

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

Elevation Wealth Partners increased its Goldman Sachs (GS) stake by 9.1% in Q2 2026, buying an estimated $24.4K and bringing the position to 300 shares worth $303K. The position accounts for 0.09% of the portfolio, ranked #108.

Elevation Wealth Partners first reported a position in GS in Q1 2023 and has held it in 14 quarters since. 1,252 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Elevation Wealth Partners held 300 shares of Goldman Sachs worth $303K as of Q2 2026.
  • Elevation Wealth Partners bought 25 Goldman Sachs shares in Q2 2026, an estimated $24.4K.
  • Goldman Sachs made up 0.09% of Elevation Wealth Partners's portfolio in Q2 2026, its #108 holding.
  • Elevation Wealth Partners first reported a position in Goldman Sachs in Q1 2023 and has held it in 14 quarters since.
  • 1,252 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.