IMA Advisory Services’s Goldman Sachs GS Stock Holding History

IMA Advisory Services’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	$249K	Buy	246 +226	+1,130%	+$220K	0.02%	300
2026 Q1	$16.9K	Hold	20	–	–	﹤0.01%	303
2025 Q4	$17.6K	Buy	20 +17	+567%	+$13.9K	﹤0.01%	309
2025 Q3	$2.39K	Hold	3	–	–	﹤0.01%	342
2025 Q2	$2.12K	Buy	+3	New	+$1.74K	﹤0.01%	336
2020 Q3	–	Sell	-8	Closed	-$2K	–	299
2020 Q2	$2K	Sell	8 -30	-79%	-$5.63K	﹤0.01%	238
2020 Q1	$6K	Sell	38 -404	-91%	-$85.8K	﹤0.01%	221
2019 Q4	$102K	Sell	442 -322	-42%	-$69.9K	0.04%	127
2019 Q3	$158K	Sell	764 -12,464	-94%	-$2.61M	0.06%	114
2019 Q2	$2.71M	Buy	13,228 +376	+3%	+$74.4K	1.01%	40
2019 Q1	$2.47M	Buy	12,852 +6,467	+101%	+$1.25M	0.96%	43
2018 Q4	$1.07M	Sell	6,385 -4,705	-42%	-$949K	0.5%	68
2018 Q3	$2.49M	Sell	11,090 -57	-0.5%	-$13.3K	0.97%	34
2018 Q2	$2.46M	Sell	11,147 -36	-0.3%	-$8.59K	1.02%	35
2018 Q1	$2.82M	Buy	11,183 +339	+3%	+$88.3K	1.25%	23
2017 Q4	$2.76M	Buy	10,844 +4,080	+60%	+$1M	1.24%	23
2017 Q3	$1.6M	Buy	6,764 +116	+2%	+$26.2K	0.74%	52
2017 Q2	$1.48M	Buy	+6,648	New	+$1.48M	0.71%	51

Other funds holding GS

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

IMA Advisory Services's GS Position: Q2 2026 in Review

IMA Advisory Services increased its Goldman Sachs (GS) stake by 1,130% in Q2 2026, buying an estimated $220K and bringing the position to 246 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #300.

IMA Advisory Services first reported a position in GS in Q2 2017 and has held it in 18 quarters since. The position peaked at $2.82M in Q1 2018. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

IMA Advisory Services held 246 shares of Goldman Sachs worth $249K as of Q2 2026.
IMA Advisory Services bought 226 Goldman Sachs shares in Q2 2026, an estimated $220K.
Goldman Sachs made up 0.02% of IMA Advisory Services's portfolio in Q2 2026, its #300 holding.
IMA Advisory Services first reported a position in Goldman Sachs in Q2 2017 and has held it in 18 quarters since.
IMA Advisory Services's Goldman Sachs position peaked at $2.82M in Q1 2018.
3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.