Exit Wealth Advisors’s Goldman Sachs GS Stock Holding History

Exit 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	–	Sell	-259	Closed	-$219K	–	161
2026 Q1	$219K	Buy	259 +1	+0.4%	+$892	0.11%	120
2025 Q4	$227K	Hold	258	–	–	0.13%	113
2025 Q3	$206K	Buy	+258	New	+$191K	0.14%	120

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Exit Wealth Advisors sold out of Goldman Sachs (GS) in Q2 2026, closing a stake of 259 shares — an estimated $219K sold.

Exit Wealth Advisors first reported a position in GS in Q3 2025 and held it in 3 quarters. The position peaked at $227K in Q4 2025. 3,153 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Exit Wealth Advisors reported no remaining Goldman Sachs position as of Q2 2026 after selling out during the quarter.
Exit Wealth Advisors sold 259 Goldman Sachs shares in Q2 2026, an estimated $219K.
Exit Wealth Advisors first reported a position in Goldman Sachs in Q3 2025 and held it in 3 quarters.
Exit Wealth Advisors's Goldman Sachs position peaked at $227K in Q4 2025.
3,153 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.