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Helium Advisors’s Goldman Sachs GS Stock Holding History

Helium 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 		$389K Sell
385
-8
-2% -$7.8K 0.32% 68
2026
Q1 		$333K Buy
393
+1
+0.3% +$892 0.32% 64
2025
Q4 		$344K Sell
392
-102
-21% -$83.2K 0.35% 57
2025
Q3 		$393K Buy
494
+23
+5% +$17K 0.33% 56
2025
Q2 		$333K Buy
471
+6
+1% +$3.48K 0.21% 77
2025
Q1 		$254K Buy
465
+21
+5% +$12.6K 0.18% 80
2024
Q4 		$254K Buy
+444
New +$248K 0.2% 79

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Helium Advisors's GS Position: Q2 2026 in Review

Helium Advisors reduced its Goldman Sachs (GS) stake by 2% in Q2 2026, selling an estimated $7.8K and leaving 385 shares worth $389K. The position accounts for 0.32% of the portfolio, ranked #68.

Helium Advisors first reported a position in GS in Q4 2024 and has held it in 7 quarters since. The position peaked at $393K in Q3 2025. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Helium Advisors held 385 shares of Goldman Sachs worth $389K as of Q2 2026.
  • Helium Advisors sold 8 Goldman Sachs shares in Q2 2026, an estimated $7.8K.
  • Goldman Sachs made up 0.32% of Helium Advisors's portfolio in Q2 2026, its #68 holding.
  • Helium Advisors first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
  • Helium Advisors's Goldman Sachs position peaked at $393K in Q3 2025.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.