IWA
GS icon

Inspirion Wealth Advisors’s Goldman Sachs GS Stock Holding History

Inspirion 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 		$312K Hold
306
– – 0.04% 137
2026
Q1 		$259K Hold
306
– – 0.03% 139
2025
Q4 		$269K Buy
+306
New +$250K 0.03% 142
2025
Q3 		– Sell
-306
Closed -$217K – 163
2025
Q2 		$217K Buy
+306
New +$177K 0.03% 145

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

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

Inspirion Wealth Advisors held its Goldman Sachs (GS) position steady in Q2 2026 at 306 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #137.

Inspirion Wealth Advisors first reported a position in GS in Q2 2025 and has held it in 4 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Inspirion Wealth Advisors held 306 shares of Goldman Sachs worth $312K as of Q2 2026.
  • Inspirion Wealth Advisors left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.04% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #137 holding.
  • Inspirion Wealth Advisors first reported a position in Goldman Sachs in Q2 2025 and has held it in 4 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.