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Fortitude Advisory Group’s Goldman Sachs GS Stock Holding History

Fortitude Advisory Group’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
Q4 		– Sell
-273
Closed -$217K – 225
2025
Q3 		$217K Buy
+273
New +$202K 0.12% 184
2022
Q2 		– Sell
-65
Closed -$22K – 626
2022
Q1 		$22K Sell
65
-43
-40% -$15.2K 0.01% 800
2021
Q4 		$42K Buy
+108
New +$42.8K 0.02% 598

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fortitude Advisory Group's GS Position: Q4 2025 in Review

Fortitude Advisory Group sold out of Goldman Sachs (GS) in Q4 2025, closing a stake of 273 shares — an estimated $217K sold.

Fortitude Advisory Group first reported a position in GS in Q4 2021 and held it in 3 quarters. The position peaked at $217K in Q3 2025. 3,022 funds tracked by Wall St. Rank hold GS as of Q4 2025.

  • Fortitude Advisory Group reported no remaining Goldman Sachs position as of Q4 2025 after selling out during the quarter.
  • Fortitude Advisory Group sold 273 Goldman Sachs shares in Q4 2025, an estimated $217K.
  • Fortitude Advisory Group first reported a position in Goldman Sachs in Q4 2021 and held it in 3 quarters.
  • Fortitude Advisory Group's Goldman Sachs position peaked at $217K in Q3 2025.
  • 3,022 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2025.

Based on Fortitude Advisory Group's 13F filing for Q4 2025, filed 13 Feb 2026.