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Flagship Wealth Advisors’s Goldman Sachs GS Stock Holding History

Flagship 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 		$172K Sell
170
-271
-61% -$264K 0.04% 164
2026
Q1 		$312K Sell
441
-5
-1% -$4.46K 0.13% 80
2025
Q4 		$392K Buy
446
+5
+1% +$4.08K 0.11% 88
2025
Q3 		$351K Hold
441
– – 0.12% 89
2025
Q2 		$312K Buy
441
+10
+2% +$5.79K 0.12% 89
2025
Q1 		$235K Buy
431
+236
+121% +$142K 0.1% 101
2024
Q4 		$112K Buy
+195
New +$109K 0.07% 128

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

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

Flagship Wealth Advisors reduced its Goldman Sachs (GS) stake by 61% in Q2 2026, selling an estimated $264K and leaving 170 shares worth $172K. The position accounts for 0.04% of the portfolio, ranked #164.

Flagship Wealth Advisors first reported a position in GS in Q4 2024 and has held it in 7 quarters since. The position peaked at $392K in Q4 2025. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Flagship Wealth Advisors held 170 shares of Goldman Sachs worth $172K as of Q2 2026.
  • Flagship Wealth Advisors sold 271 Goldman Sachs shares in Q2 2026, an estimated $264K.
  • Goldman Sachs made up 0.04% of Flagship Wealth Advisors's portfolio in Q2 2026, its #164 holding.
  • Flagship Wealth Advisors first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
  • Flagship Wealth Advisors's Goldman Sachs position peaked at $392K in Q4 2025.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.