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Fortis Group Advisors’s Goldman Sachs GS Stock Holding History

Fortis Group 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 		$299K Sell
296
-2
-0.7% -$1.95K 0.05% 219
2026
Q1 		$276K Buy
298
+32
+12% +$28.5K 0.05% 243
2025
Q4 		$249K Sell
266
-25
-9% -$20.4K 0.04% 256
2025
Q3 		$229K Buy
291
+13
+5% +$9.63K 0.04% 217
2025
Q2 		$201K Buy
+278
New +$161K 0.04% 218
2020
Q3 		$435K Buy
+2,168
New +$441K 0.08% 113

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 Group Advisors's GS Position: Q2 2026 in Review

Fortis Group Advisors reduced its Goldman Sachs (GS) stake by 0.67% in Q2 2026, selling an estimated $1.95K and leaving 296 shares worth $299K. The position accounts for 0.05% of the portfolio, ranked #219.

Fortis Group Advisors first reported a position in GS in Q3 2020 and has held it in 6 quarters since. The position peaked at $435K in Q3 2020. 3,152 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Fortis Group Advisors held 296 shares of Goldman Sachs worth $299K as of Q2 2026.
  • Fortis Group Advisors sold 2 Goldman Sachs shares in Q2 2026, an estimated $1.95K.
  • Goldman Sachs made up 0.05% of Fortis Group Advisors's portfolio in Q2 2026, its #219 holding.
  • Fortis Group Advisors first reported a position in Goldman Sachs in Q3 2020 and has held it in 6 quarters since.
  • Fortis Group Advisors's Goldman Sachs position peaked at $435K in Q3 2020.
  • 3,152 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.