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Financial Advocates Investment Management’s Goldman Sachs GS Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-1,104
Closed -$781K – 277
2025
Q2 		$781K Sell
1,104
-101
-8% -$58.5K 0.06% 269
2025
Q1 		$659K Sell
1,205
-336
-22% -$202K 0.05% 369
2024
Q4 		$883K Sell
1,541
-18
-1% -$10K 0.05% 327
2024
Q3 		$772K Sell
1,559
-356
-19% -$174K 0.04% 358
2024
Q2 		$866K Sell
1,915
-1
-0.1% -$439 0.05% 323
2024
Q1 		$800K Sell
1,916
-2
-0.1% -$776 0.05% 353
2023
Q4 		$740K Buy
1,918
+130
+7% +$43.4K 0.05% 349
2023
Q3 		$578K Buy
1,788
+83
+5% +$27.7K 0.04% 381
2023
Q2 		$550K Sell
1,705
-97
-5% -$31.9K 0.04% 381
2023
Q1 		$589K Buy
1,802
+164
+10% +$57.1K 0.04% 395
2022
Q4 		$563K Sell
1,638
-485
-23% -$169K 0.04% 422
2022
Q3 		$477K Buy
2,123
+521
+33% +$169K 0.04% 431
2022
Q2 		$475K Sell
1,602
-438
-21% -$136K 0.04% 409
2022
Q1 		$673K Buy
2,040
+281
+16% +$99.2K 0.04% 383
2021
Q4 		$673K Buy
1,759
+492
+39% +$195K 0.04% 416
2021
Q3 		$479K Sell
1,267
-3,508
-73% -$1.37M 0.03% 484
2021
Q2 		$1.81M Buy
4,775
+3,192
+202% +$1.14M 0.12% 206
2021
Q1 		$518K Sell
1,583
-50
-3% -$15.6K 0.04% 477
2020
Q4 		$431K Sell
1,633
-55
-3% -$12.2K 0.03% 480
2020
Q3 		$339K Buy
1,688
+35
+2% +$7.12K 0.03% 450
2020
Q2 		$327K Buy
+1,653
New +$310K 0.03% 446
2018
Q2 		– Sell
-1,338
Closed -$337K – 494
2018
Q1 		$337K Buy
+1,338
New +$348K 0.04% 345

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Advocates Investment Management's GS Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Goldman Sachs (GS) in Q3 2025, closing a stake of 1,104 shares — an estimated $781K sold.

Financial Advocates Investment Management first reported a position in GS in Q1 2018 and held it in 22 quarters. The position peaked at $1.81M in Q2 2021. 2,740 funds tracked by Wall St. Rank hold GS as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Goldman Sachs position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,104 Goldman Sachs shares in Q3 2025, an estimated $781K.
  • Financial Advocates Investment Management first reported a position in Goldman Sachs in Q1 2018 and held it in 22 quarters.
  • Financial Advocates Investment Management's Goldman Sachs position peaked at $1.81M in Q2 2021.
  • 2,740 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.