FA
GS icon

Fortis Advisors’s Goldman Sachs GS Stock Holding History

Fortis 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 		$723K Hold
715
– – 0.34% 48
2026
Q1 		$605K Hold
715
– – 0.3% 50
2025
Q4 		$628K Hold
715
– – 0.34% 53
2025
Q3 		$569K Hold
715
– – 0.32% 53
2025
Q2 		$506K Hold
715
– – 0.32% 58
2025
Q1 		$391K Buy
715
+250
+54% +$150K 0.25% 70
2024
Q4 		$266K Buy
+465
New +$259K 0.17% 91
2020
Q2 		– Sell
-59
Closed -$9K – 228
2020
Q1 		$9K Buy
+59
New +$12.5K 0.01% 266

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

Fortis Advisors's GS Position: Q2 2026 in Review

Fortis Advisors held its Goldman Sachs (GS) position steady in Q2 2026 at 715 shares worth $723K. The position accounts for 0.34% of the portfolio, ranked #48.

Fortis Advisors first reported a position in GS in Q1 2020 and has held it in 8 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Fortis Advisors held 715 shares of Goldman Sachs worth $723K as of Q2 2026.
  • Fortis Advisors left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.34% of Fortis Advisors's portfolio in Q2 2026, its #48 holding.
  • Fortis Advisors first reported a position in Goldman Sachs in Q1 2020 and has held it in 8 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Fortis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.