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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
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

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

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

Kellett Wealth Advisors opened a new position in Goldman Sachs (GS) in Q2 2026: 272 shares worth $275K. The stake represents 0.13% of the portfolio and ranks #79 among its holdings. This is a return to the name: Kellett Wealth Advisors previously reported a position in GS as recently as Q4 2025.

Kellett Wealth Advisors first reported a position in GS in Q4 2025 and has held it in 2 quarters since. 1,122 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Kellett Wealth Advisors held 272 shares of Goldman Sachs worth $275K as of Q2 2026.
  • Goldman Sachs was a new Kellett Wealth Advisors position in Q2 2026.
  • Goldman Sachs made up 0.13% of Kellett Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • Kellett Wealth Advisors first reported a position in Goldman Sachs in Q4 2025 and has held it in 2 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.