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Keyvantage Wealth’s Goldman Sachs GS Stock Holding History

Keyvantage Wealth’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 		$385K Buy
381
+39
+11% +$38K 0.15% 66
2026
Q1 		$290K Sell
342
-20
-6% -$17.8K 0.13% 78
2025
Q4 		$318K Buy
362
+76
+27% +$62K 0.14% 74
2025
Q3 		$227K Sell
286
-37
-11% -$27.4K 0.1% 88
2025
Q2 		$229K Buy
+323
New +$187K 0.1% 87
2025
Q1 		– Sell
-402
Closed -$230K – 98
2024
Q4 		$230K Buy
+402
New +$224K 0.16% 86

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Keyvantage Wealth's GS Position: Q2 2026 in Review

Keyvantage Wealth increased its Goldman Sachs (GS) stake by 11% in Q2 2026, buying an estimated $38K and bringing the position to 381 shares worth $385K. The position accounts for 0.15% of the portfolio, ranked #66.

Keyvantage Wealth first reported a position in GS in Q4 2024 and has held it in 6 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Keyvantage Wealth held 381 shares of Goldman Sachs worth $385K as of Q2 2026.
  • Keyvantage Wealth bought 39 Goldman Sachs shares in Q2 2026, an estimated $38K.
  • Goldman Sachs made up 0.15% of Keyvantage Wealth's portfolio in Q2 2026, its #66 holding.
  • Keyvantage Wealth first reported a position in Goldman Sachs in Q4 2024 and has held it in 6 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.