GoalVest Advisory’s Goldman Sachs GS Stock Holding History

GoalVest Advisory’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	$3.35M	Buy	3,308 +113	+4%	+$110K	0.62%	22
2026 Q1	$2.7M	Sell	3,195 -109	-3%	-$97.2K	0.53%	32
2025 Q4	$2.9M	Buy	3,304 +414	+14%	+$338K	0.56%	26
2025 Q3	$2.3M	Buy	2,890 +195	+7%	+$144K	0.49%	31
2025 Q2	$1.91M	Buy	2,695 +57	+2%	+$33K	0.47%	34
2025 Q1	$1.44M	Buy	2,638 +298	+13%	+$179K	0.4%	53
2024 Q4	$1.34M	Buy	2,340 +2,140	+1,070%	+$1.19M	0.37%	48
2024 Q3	$99K	Hold	200	–	–	0.03%	143
2024 Q2	$90.5K	Hold	200	–	–	0.03%	137
2024 Q1	$83.5K	Buy	+200	New	+$77.6K	0.03%	160
2023 Q4	–	Sell	-3	Closed	-$971	–	420
2023 Q3	$971	Buy	+3	New	+$1K	﹤0.01%	442
2021 Q2	$5K	Buy	+13	New	+$4.65K	﹤0.01%	215

Other funds holding GS

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

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

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

GoalVest Advisory's GS Position: Q2 2026 in Review

GoalVest Advisory increased its Goldman Sachs (GS) stake by 3.5% in Q2 2026, buying an estimated $110K and bringing the position to 3,308 shares worth $3.35M. The position accounts for 0.62% of the portfolio, ranked #22.

GoalVest Advisory first reported a position in GS in Q2 2021 and has held it in 12 quarters since. 549 funds tracked by Wall St. Rank hold GS as of Q2 2026.

GoalVest Advisory held 3,308 shares of Goldman Sachs worth $3.35M as of Q2 2026.
GoalVest Advisory bought 113 Goldman Sachs shares in Q2 2026, an estimated $110K.
Goldman Sachs made up 0.62% of GoalVest Advisory's portfolio in Q2 2026, its #22 holding.
GoalVest Advisory first reported a position in Goldman Sachs in Q2 2021 and has held it in 12 quarters since.
549 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.