High Net Worth Advisory Group’s Goldman Sachs GS Stock Holding History

High Net Worth Advisory Group’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	$1.23M	Sell	1,217 -111	-8%	-$108K	0.26%	89
2026 Q1	$1.12M	Sell	1,328 -118	-8%	-$105K	0.26%	86
2025 Q4	$1.27M	Sell	1,446 -24	-2%	-$19.6K	0.29%	77
2025 Q3	$1.17M	Sell	1,470 -222	-13%	-$165K	0.28%	82
2025 Q2	$1.2M	Buy	1,692 +334	+25%	+$194K	0.32%	70
2025 Q1	$742K	Buy	1,358 +233	+21%	+$140K	0.21%	100
2024 Q4	$644K	Buy	+1,125	New	+$628K	0.18%	110
2022 Q4	–	Sell	-109	Closed	-$32K	–	653
2022 Q3	$32K	Hold	109	–	–	0.01%	398
2022 Q2	$32K	Sell	109 -325	-75%	-$101K	0.01%	387
2022 Q1	$143K	Buy	434 +409	+1,636%	+$144K	0.05%	213
2021 Q4	$10K	Buy	+25	New	+$9.9K	﹤0.01%	538

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

High Net Worth Advisory Group's GS Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its Goldman Sachs (GS) stake by 8.4% in Q2 2026, selling an estimated $108K and leaving 1,217 shares worth $1.23M. The position accounts for 0.26% of the portfolio, ranked #89.

High Net Worth Advisory Group first reported a position in GS in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.27M in Q4 2025. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

High Net Worth Advisory Group held 1,217 shares of Goldman Sachs worth $1.23M as of Q2 2026.
High Net Worth Advisory Group sold 111 Goldman Sachs shares in Q2 2026, an estimated $108K.
Goldman Sachs made up 0.26% of High Net Worth Advisory Group's portfolio in Q2 2026, its #89 holding.
High Net Worth Advisory Group first reported a position in Goldman Sachs in Q4 2021 and has held it in 11 quarters since.
High Net Worth Advisory Group's Goldman Sachs position peaked at $1.27M in Q4 2025.
3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.