HWA
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HHM Wealth Advisors’s Goldman Sachs GS Stock Holding History

HHM 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 		$324K Buy
320
+28
+10% +$27.3K 0.03% 164
2026
Q1 		$247K Buy
292
+56
+24% +$50K 0.03% 170
2025
Q4 		$207K Hold
236
– – 0.02% 193
2025
Q3 		$188K Sell
236
-89
-27% -$66K 0.02% 212
2025
Q2 		$230K Hold
325
– – 0.03% 182
2025
Q1 		$178K Buy
325
+113
+53% +$68K 0.02% 201
2024
Q4 		$121K Buy
212
+53
+33% +$29.6K 0.02% 243
2024
Q3 		$78.7K Hold
159
– – 0.01% 277
2024
Q2 		$71.9K Sell
159
-43
-21% -$18.9K 0.01% 289
2024
Q1 		$84.4K Hold
202
– – 0.01% 227
2023
Q4 		$77.9K Hold
202
– – 0.01% 232
2023
Q3 		$65.4K Hold
202
– – 0.01% 242
2023
Q2 		$65.2K Hold
202
– – 0.01% 252
2023
Q1 		$66.1K Buy
202
+62
+44% +$21.6K 0.01% 245
2022
Q4 		$48.1K Hold
140
– – 0.01% 251
2022
Q3 		$41K Hold
140
– – 0.01% 258
2022
Q2 		$42K Hold
140
– – 0.01% 301
2022
Q1 		$46K Sell
140
-170
-55% -$60K 0.01% 321
2021
Q4 		$119K Buy
310
+170
+121% +$67.3K 0.03% 195
2021
Q3 		$53K Hold
140
– – 0.01% 289
2021
Q2 		$53K Hold
140
– – 0.01% 289
2021
Q1 		$46K Sell
140
-50
-26% -$15.6K 0.01% 285
2020
Q4 		$50K Buy
190
+50
+36% +$11.1K 0.02% 258
2020
Q3 		$28K Hold
140
– – 0.01% 284
2020
Q2 		$28K Hold
140
– – 0.01% 278
2020
Q1 		$22K Buy
+140
New +$29.7K 0.01% 289

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

HHM Wealth Advisors increased its Goldman Sachs (GS) stake by 9.6% in Q2 2026, buying an estimated $27.3K and bringing the position to 320 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #164.

HHM Wealth Advisors first reported a position in GS in Q1 2020 and has held it in 26 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • HHM Wealth Advisors held 320 shares of Goldman Sachs worth $324K as of Q2 2026.
  • HHM Wealth Advisors bought 28 Goldman Sachs shares in Q2 2026, an estimated $27.3K.
  • Goldman Sachs made up 0.03% of HHM Wealth Advisors's portfolio in Q2 2026, its #164 holding.
  • HHM Wealth Advisors first reported a position in Goldman Sachs in Q1 2020 and has held it in 26 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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