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Laurel Wealth Advisors (North Carolina)’s Goldman Sachs GS Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$776K Sell
767
-25
-3% -$24.4K 0.08% 127
2026
Q1 		$742K Sell
792
-15
-2% -$13.4K 0.07% 127
2025
Q4 		$709K Buy
807
+250
+45% +$204K 0.09% 125
2025
Q3 		$443K Sell
557
-14
-2% -$10.4K 0.06% 142
2025
Q2 		$404K Buy
571
+170
+42% +$98.5K 0.06% 143
2025
Q1 		$219K Sell
401
-15
-4% -$9.03K 0.03% 174
2024
Q4 		$238K Buy
416
+1
+0.2% +$558 0.04% 165
2024
Q3 		$205K Hold
415
– – 0.03% 177
2024
Q2 		$188K Hold
415
– – 0.03% 179
2024
Q1 		$173K Buy
415
+4
+1% +$1.55K 0.03% 190
2023
Q4 		$158K Buy
411
+1
+0.2% +$334 0.03% 186
2023
Q3 		$133K Buy
410
+67
+20% +$22.4K 0.03% 193
2023
Q2 		$110K Sell
343
-24
-7% -$7.89K 0.02% 218
2023
Q1 		$120K Buy
367
+1
+0.3% +$348 0.03% 204
2022
Q4 		$126K Hold
366
– – 0.03% 189
2022
Q3 		$107K Buy
366
+1
+0.3% +$324 0.03% 197
2022
Q2 		$108K Hold
365
– – 0.03% 196
2022
Q1 		$120K Sell
365
-10
-3% -$3.53K 0.03% 207
2021
Q4 		$143K Hold
375
– – 0.03% 189
2021
Q3 		$142K Sell
375
-70
-16% -$27.3K 0.03% 189
2021
Q2 		$169K Hold
445
– – 0.04% 181
2021
Q1 		$146K Sell
445
-70
-14% -$21.8K 0.04% 180
2020
Q4 		$136K Sell
515
-315
-38% -$70.1K 0.04% 172
2020
Q3 		$167K Hold
830
– – 0.05% 149
2020
Q2 		$164K Buy
830
+55
+7% +$10.3K 0.05% 144
2020
Q1 		$120K Sell
775
-400
-34% -$84.9K 0.05% 150
2019
Q4 		$270K Sell
1,175
-20
-2% -$4.34K 0.09% 128
2019
Q3 		$248K Sell
1,195
-180
-13% -$37.6K 0.08% 129
2019
Q2 		$281K Sell
1,375
-305
-18% -$60.4K 0.1% 129
2019
Q1 		$323K Sell
1,680
-75
-4% -$14.5K 0.12% 119
2018
Q4 		$293K Buy
+1,755
New +$354K 0.12% 117

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

Laurel Wealth Advisors (North Carolina)'s GS Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its Goldman Sachs (GS) stake by 3.2% in Q2 2026, selling an estimated $24.4K and leaving 767 shares worth $776K. The position accounts for 0.08% of the portfolio, ranked #127.

Laurel Wealth Advisors (North Carolina) first reported a position in GS in Q4 2018 and has held it in 31 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 767 shares of Goldman Sachs worth $776K as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) sold 25 Goldman Sachs shares in Q2 2026, an estimated $24.4K.
  • Goldman Sachs made up 0.08% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #127 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Goldman Sachs in Q4 2018 and has held it in 31 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.