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Legacy Edge Advisors’s Goldman Sachs GS Stock Holding History

Legacy Edge 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 		$532K Sell
526
-15
-3% -$14.6K 0.05% 136
2026
Q1 		$458K Sell
541
-18
-3% -$16.1K 0.05% 145
2025
Q4 		$491K Sell
559
-31
-5% -$25.3K 0.05% 130
2025
Q3 		$470K Buy
590
+48
+9% +$35.6K 0.06% 131
2025
Q2 		$384K Buy
542
+22
+4% +$12.7K 0.05% 143
2025
Q1 		$284K Buy
520
+23
+5% +$13.8K 0.04% 155
2024
Q4 		$285K Sell
497
-60
-11% -$33.5K 0.05% 148
2024
Q3 		$276K Sell
557
-3
-0.5% -$1.47K 0.04% 153
2024
Q2 		$253K Buy
+560
New +$246K 0.05% 153

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Legacy Edge Advisors's GS Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Goldman Sachs (GS) stake by 2.8% in Q2 2026, selling an estimated $14.6K and leaving 526 shares worth $532K. The position accounts for 0.05% of the portfolio, ranked #136.

Legacy Edge Advisors first reported a position in GS in Q2 2024 and has held it in 9 quarters since. 3,184 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Legacy Edge Advisors held 526 shares of Goldman Sachs worth $532K as of Q2 2026.
  • Legacy Edge Advisors sold 15 Goldman Sachs shares in Q2 2026, an estimated $14.6K.
  • Goldman Sachs made up 0.05% of Legacy Edge Advisors's portfolio in Q2 2026, its #136 holding.
  • Legacy Edge Advisors first reported a position in Goldman Sachs in Q2 2024 and has held it in 9 quarters since.
  • 3,184 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.