Kellett Wealth Advisors
GS icon

Kellett Wealth Advisors’s Goldman Sachs GS Stock Holding History

Kellett 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 		$251K Buy
278
+6
+2% +$6.14K 0.09% 93
2026
Q2 		$275K Buy
+272
New +$265K 0.13% 79
2026
Q1 		– Sell
-313
Closed -$275K – 82
2025
Q4 		$275K Buy
+313
New +$255K 0.16% 62

Other funds holding GS

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

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

Kellett Wealth Advisors increased its Goldman Sachs (GS) stake by 2.2% in Q3 2026, buying an estimated $6.14K and bringing the position to 278 shares worth $251K. The position accounts for 0.09% of the portfolio, ranked #93.

Kellett Wealth Advisors first reported a position in GS in Q4 2025 and has held it in 3 quarters since. The position peaked at $275K in Q2 2026. 1,185 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Kellett Wealth Advisors held 278 shares of Goldman Sachs worth $251K as of Q3 2026.
  • Kellett Wealth Advisors bought 6 Goldman Sachs shares in Q3 2026, an estimated $6.14K.
  • Goldman Sachs made up 0.09% of Kellett Wealth Advisors's portfolio in Q3 2026, its #93 holding.
  • Kellett Wealth Advisors first reported a position in Goldman Sachs in Q4 2025 and has held it in 3 quarters since.
  • Kellett Wealth Advisors's Goldman Sachs position peaked at $275K in Q2 2026.
  • 1,185 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Kellett Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.