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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
Q3 		$276K Hold
306
– – 0.03% 150
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

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return

Inspirion Wealth Advisors's GS Position: Q3 2026 in Review

Inspirion Wealth Advisors held its Goldman Sachs (GS) position steady in Q3 2026 at 306 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #150.

Inspirion Wealth Advisors first reported a position in GS in Q2 2025 and has held it in 5 quarters since. The position peaked at $312K in Q2 2026. 153 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Inspirion Wealth Advisors held 306 shares of Goldman Sachs worth $276K as of Q3 2026.
  • Inspirion Wealth Advisors left its Goldman Sachs share count unchanged in Q3 2026.
  • Goldman Sachs made up 0.03% of Inspirion Wealth Advisors's portfolio in Q3 2026, its #150 holding.
  • Inspirion Wealth Advisors first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
  • Inspirion Wealth Advisors's Goldman Sachs position peaked at $312K in Q2 2026.
  • 153 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.