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Gratus Wealth Advisors’s Goldman Sachs GS Stock Holding History

Gratus Wealth 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 		$1.48M Sell
1,461
-6
-0.4% -$5.85K 0.19% 41
2026
Q1 		$1.24M Sell
1,467
-94
-6% -$83.9K 0.18% 49
2025
Q4 		$1.37M Sell
1,561
-78
-5% -$63.6K 0.19% 49
2025
Q3 		$1.31M Sell
1,639
-31
-2% -$23K 0.18% 49
2025
Q2 		$1.18M Hold
1,670
– – 0.18% 52
2025
Q1 		$912K Sell
1,670
-61
-4% -$36.7K 0.15% 62
2024
Q4 		$991K Hold
1,731
– – 0.16% 58
2024
Q3 		$856K Hold
1,731
– – 0.14% 70
2024
Q2 		$839K Sell
1,731
-61
-3% -$26.8K 0.14% 69
2024
Q1 		$722K Hold
1,792
– – 0.13% 75
2023
Q4 		$691K Buy
+1,792
New +$598K 0.14% 69

Other funds holding GS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Gratus Wealth Advisors's GS Position: Q2 2026 in Review

Gratus Wealth Advisors reduced its Goldman Sachs (GS) stake by 0.41% in Q2 2026, selling an estimated $5.85K and leaving 1,461 shares worth $1.48M. The position accounts for 0.19% of the portfolio, ranked #41.

Gratus Wealth Advisors first reported a position in GS in Q4 2023 and has held it in 11 quarters since. 1,408 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Gratus Wealth Advisors held 1,461 shares of Goldman Sachs worth $1.48M as of Q2 2026.
  • Gratus Wealth Advisors sold 6 Goldman Sachs shares in Q2 2026, an estimated $5.85K.
  • Goldman Sachs made up 0.19% of Gratus Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • Gratus Wealth Advisors first reported a position in Goldman Sachs in Q4 2023 and has held it in 11 quarters since.
  • 1,408 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.