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Guardian Wealth Advisors (North Carolina)’s Goldman Sachs GS Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q1 		$2.09M Sell
2,468
-6
-0.2% -$5.35K 0.13% 101
2025
Q4 		$2.17M Buy
2,474
+8
+0.3% +$6.53K 0.14% 100
2025
Q3 		$1.96M Buy
2,466
+62
+3% +$45.9K 0.13% 104
2025
Q2 		$1.7M Buy
2,404
+50
+2% +$29K 0.12% 100
2025
Q1 		$1.29M Buy
2,354
+19
+0.8% +$11.4K 0.1% 108
2024
Q4 		$1.34M Sell
2,335
-137
-6% -$76.4K 0.11% 109
2024
Q3 		$1.22M Hold
2,472
– – 0.13% 88
2024
Q2 		$1.12M Sell
2,472
-27
-1% -$11.8K 0.13% 90
2024
Q1 		$1.04M Buy
2,499
+76
+3% +$29.5K 0.13% 95
2023
Q4 		$935K Buy
2,423
+36
+2% +$12K 0.14% 93
2023
Q3 		$772K Buy
2,387
+159
+7% +$53.1K 0.13% 95
2023
Q2 		$719K Buy
2,228
+19
+0.9% +$6.25K 0.12% 95
2023
Q1 		$723K Buy
2,209
+176
+9% +$61.3K 0.13% 94
2022
Q4 		$698K Buy
2,033
+39
+2% +$13.6K 0.13% 90
2022
Q3 		$584K Buy
1,994
+6
+0.3% +$1.94K 0.11% 93
2022
Q2 		$590K Buy
+1,988
New +$619K 0.11% 92

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s GS Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Goldman Sachs (GS) stake by 0.24% in Q1 2026, selling an estimated $5.35K and leaving 2,468 shares worth $2.09M. The position accounts for 0.13% of the portfolio, ranked #101.

Guardian Wealth Advisors (North Carolina) first reported a position in GS in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.17M in Q4 2025. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 2,468 shares of Goldman Sachs worth $2.09M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 6 Goldman Sachs shares in Q1 2026, an estimated $5.35K.
  • Goldman Sachs made up 0.13% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #101 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Goldman Sachs in Q2 2022 and has held it in 16 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Goldman Sachs position peaked at $2.17M in Q4 2025.
  • 2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.