Fermata Advisors’s Goldman Sachs GS Stock Holding History

Fermata 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
2025 Q2	–	Sell	-560	Closed	-$306K	–	249
2025 Q1	$306K	Buy	+560	New	+$337K	0.06%	215

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fermata Advisors's GS Position: Q2 2025 in Review

Fermata Advisors sold out of Goldman Sachs (GS) in Q2 2025, closing a stake of 560 shares — an estimated $306K sold.

Fermata Advisors first reported a position in GS in Q1 2025 and held it in 1 quarter. The position peaked at $306K in Q1 2025. 2,600 funds tracked by Wall St. Rank hold GS as of Q2 2025.

Fermata Advisors reported no remaining Goldman Sachs position as of Q2 2025 after selling out during the quarter.
Fermata Advisors sold 560 Goldman Sachs shares in Q2 2025, an estimated $306K.
Fermata Advisors first reported a position in Goldman Sachs in Q1 2025 and held it in 1 quarter.
Fermata Advisors's Goldman Sachs position peaked at $306K in Q1 2025.
2,600 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2025.

Based on Fermata Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.