Fragasso Financial Advisors’s Goldman Sachs GS Stock Holding History

Fragasso Financial 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	$2.2M	Buy	2,178 +8	+0.4%	+$7.8K	0.12%	79
2026 Q1	$1.88M	Sell	2,170 -118	-5%	-$105K	0.11%	81
2025 Q4	$2.01M	Sell	2,288 -149	-6%	-$122K	0.12%	78
2025 Q3	$1.92M	Sell	2,437 -779	-24%	-$577K	0.12%	82
2025 Q2	$2.28M	Buy	3,216 +100	+3%	+$57.9K	0.15%	68
2025 Q1	$1.7M	Buy	+3,116	New	+$1.88M	0.13%	83
2014 Q4	–	Sell	-6,876	Closed	-$1.26M	–	64
2014 Q3	$1.26M	Sell	6,876 -133	-2%	-$23.4K	0.98%	17
2014 Q2	$1.17M	Sell	7,009 -6	-0.1%	-$968	1.04%	21
2014 Q1	$1.15M	Buy	7,015 +57	+0.8%	+$9.59K	1.18%	20
2013 Q4	$1.23M	Buy	+6,958	New	+$1.15M	1.1%	14

Other funds holding GS

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Fragasso Financial Advisors's GS Position: Q2 2026 in Review

Fragasso Financial Advisors increased its Goldman Sachs (GS) stake by 0.37% in Q2 2026, buying an estimated $7.8K and bringing the position to 2,178 shares worth $2.2M. The position accounts for 0.12% of the portfolio, ranked #79.

Fragasso Financial Advisors first reported a position in GS in Q4 2013 and has held it in 10 quarters since. The position peaked at $2.28M in Q2 2025. 1,122 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Fragasso Financial Advisors held 2,178 shares of Goldman Sachs worth $2.2M as of Q2 2026.
Fragasso Financial Advisors bought 8 Goldman Sachs shares in Q2 2026, an estimated $7.8K.
Goldman Sachs made up 0.12% of Fragasso Financial Advisors's portfolio in Q2 2026, its #79 holding.
Fragasso Financial Advisors first reported a position in Goldman Sachs in Q4 2013 and has held it in 10 quarters since.
Fragasso Financial Advisors's Goldman Sachs position peaked at $2.28M in Q2 2025.
1,122 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.