EWA
GS icon

Etesian Wealth Advisors’s Goldman Sachs GS Stock Holding History

Etesian Wealth 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
Q2 		$987K Sell
976
-72
-7% -$70.2K 0.29% 71
2026
Q1 		$887K Sell
1,048
-232
-18% -$207K 0.28% 75
2025
Q4 		$1.13M Sell
1,280
-62
-5% -$50.6K 0.35% 68
2025
Q3 		$1.07M Sell
1,342
-99
-7% -$73.4K 0.35% 67
2025
Q2 		$1.02M Sell
1,441
-27
-2% -$15.6K 0.38% 66
2025
Q1 		$802K Hold
1,468
– – 0.35% 73
2024
Q4 		$841K Sell
1,468
-40
-3% -$22.3K 0.37% 70
2024
Q3 		$747K Sell
1,508
-240
-14% -$117K 0.34% 81
2024
Q2 		$791K Sell
1,748
-41
-2% -$18K 0.44% 66
2024
Q1 		$747K Sell
1,789
-51
-3% -$19.8K 0.43% 73
2023
Q4 		$711K Sell
1,840
-11
-0.6% -$3.67K 0.43% 70
2023
Q3 		$599K Sell
1,851
-9
-0.5% -$3.01K 0.4% 75
2023
Q2 		$600K Buy
1,860
+35
+2% +$11.5K 0.39% 79
2023
Q1 		$597K Hold
1,825
– – 0.4% 76
2022
Q4 		$627K Buy
+1,825
New +$635K 0.46% 75

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

Etesian Wealth Advisors's GS Position: Q2 2026 in Review

Etesian Wealth Advisors reduced its Goldman Sachs (GS) stake by 6.9% in Q2 2026, selling an estimated $70.2K and leaving 976 shares worth $987K. The position accounts for 0.29% of the portfolio, ranked #71.

Etesian Wealth Advisors first reported a position in GS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.13M in Q4 2025. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Etesian Wealth Advisors held 976 shares of Goldman Sachs worth $987K as of Q2 2026.
  • Etesian Wealth Advisors sold 72 Goldman Sachs shares in Q2 2026, an estimated $70.2K.
  • Goldman Sachs made up 0.29% of Etesian Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • Etesian Wealth Advisors first reported a position in Goldman Sachs in Q4 2022 and has held it in 15 quarters since.
  • Etesian Wealth Advisors's Goldman Sachs position peaked at $1.13M in Q4 2025.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.