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Garrett Wealth Advisory Group’s Goldman Sachs GS Stock Holding History

Garrett Wealth 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
2026
Q2 		$999K Buy
988
+11
+1% +$10.7K 0.15% 52
2026
Q1 		$827K Buy
977
+154
+19% +$137K 0.15% 52
2025
Q4 		$723K Hold
823
– – 0.14% 52
2025
Q3 		$655K Hold
823
– – 0.13% 57
2025
Q2 		$582K Hold
823
– – 0.12% 57
2025
Q1 		$450K Buy
+823
New +$495K 0.1% 63
2019
Q4 		– Sell
-39
Closed -$8.08K – 285
2019
Q3 		$8.08K Buy
+39
New +$8.16K 0.01% 305

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Garrett Wealth Advisory Group's GS Position: Q2 2026 in Review

Garrett Wealth Advisory Group increased its Goldman Sachs (GS) stake by 1.1% in Q2 2026, buying an estimated $10.7K and bringing the position to 988 shares worth $999K. The position accounts for 0.15% of the portfolio, ranked #52.

Garrett Wealth Advisory Group first reported a position in GS in Q3 2019 and has held it in 7 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Garrett Wealth Advisory Group held 988 shares of Goldman Sachs worth $999K as of Q2 2026.
  • Garrett Wealth Advisory Group bought 11 Goldman Sachs shares in Q2 2026, an estimated $10.7K.
  • Goldman Sachs made up 0.15% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #52 holding.
  • Garrett Wealth Advisory Group first reported a position in Goldman Sachs in Q3 2019 and has held it in 7 quarters since.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.