Gratus Wealth Advisors
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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
Q3 		$1.31M Sell
1,459
-2
-0.1% -$2.05K 0.17% 42
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 $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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

Gratus Wealth Advisors's GS Position: Q3 2026 in Review

Gratus Wealth Advisors reduced its Goldman Sachs (GS) stake by 0.14% in Q3 2026, selling an estimated $2.05K and leaving 1,459 shares worth $1.31M. The position accounts for 0.17% of the portfolio, ranked #42.

Gratus Wealth Advisors first reported a position in GS in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.48M in Q2 2026. 1,331 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Gratus Wealth Advisors held 1,459 shares of Goldman Sachs worth $1.31M as of Q3 2026.
  • Gratus Wealth Advisors sold 2 Goldman Sachs shares in Q3 2026, an estimated $2.05K.
  • Goldman Sachs made up 0.17% of Gratus Wealth Advisors's portfolio in Q3 2026, its #42 holding.
  • Gratus Wealth Advisors first reported a position in Goldman Sachs in Q4 2023 and has held it in 12 quarters since.
  • Gratus Wealth Advisors's Goldman Sachs position peaked at $1.48M in Q2 2026.
  • 1,331 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Gratus Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.