GoalVest Advisory
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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
Q3 		$3.08M Buy
17,586
+14,278
+432% +$14.6M 0.53% 26
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

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

GoalVest Advisory's GS Position: Q3 2026 in Review

GoalVest Advisory increased its Goldman Sachs (GS) stake by 432% in Q3 2026, buying an estimated $14.6M and bringing the position to 17,586 shares worth $3.08M. The position accounts for 0.53% of the portfolio, ranked #26.

GoalVest Advisory first reported a position in GS in Q2 2021 and has held it in 13 quarters since. The position peaked at $3.35M in Q2 2026. 936 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • GoalVest Advisory held 17,586 shares of Goldman Sachs worth $3.08M as of Q3 2026.
  • GoalVest Advisory bought 14,278 Goldman Sachs shares in Q3 2026, an estimated $14.6M.
  • Goldman Sachs made up 0.53% of GoalVest Advisory's portfolio in Q3 2026, its #26 holding.
  • GoalVest Advisory first reported a position in Goldman Sachs in Q2 2021 and has held it in 13 quarters since.
  • GoalVest Advisory's Goldman Sachs position peaked at $3.35M in Q2 2026.
  • 936 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.