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Lineweaver Wealth Advisors’s Goldman Sachs GS Stock Holding History

Lineweaver 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 		$3.66M Sell
3,621
-77
-2% -$75.1K 0.43% 52
2026
Q1 		$3.13M Sell
3,698
-301
-8% -$269K 0.42% 50
2025
Q4 		$3.52M Buy
3,999
+324
+9% +$264K 0.48% 44
2025
Q3 		$2.93M Sell
3,675
-579
-14% -$429K 0.43% 46
2025
Q2 		$3.01M Buy
4,254
+468
+12% +$271K 0.48% 43
2025
Q1 		$2.07M Buy
3,786
+504
+15% +$303K 0.35% 53
2024
Q4 		$1.88M Buy
3,282
+4
+0.1% +$2.23K 0.35% 59
2024
Q3 		$1.63M Buy
3,278
+101
+3% +$49.4K 0.31% 64
2024
Q2 		$1.44M Buy
3,177
+67
+2% +$29.4K 0.3% 63
2024
Q1 		$1.3M Buy
3,110
+211
+7% +$81.9K 0.31% 65
2023
Q4 		$1.12M Buy
2,899
+1,383
+91% +$462K 0.29% 69
2023
Q3 		$491K Buy
+1,516
New +$507K 0.14% 94

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

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

Lineweaver Wealth Advisors reduced its Goldman Sachs (GS) stake by 2.1% in Q2 2026, selling an estimated $75.1K and leaving 3,621 shares worth $3.66M. The position accounts for 0.43% of the portfolio, ranked #52.

Lineweaver Wealth Advisors first reported a position in GS in Q3 2023 and has held it in 12 quarters since. 3,164 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Lineweaver Wealth Advisors held 3,621 shares of Goldman Sachs worth $3.66M as of Q2 2026.
  • Lineweaver Wealth Advisors sold 77 Goldman Sachs shares in Q2 2026, an estimated $75.1K.
  • Goldman Sachs made up 0.43% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #52 holding.
  • Lineweaver Wealth Advisors first reported a position in Goldman Sachs in Q3 2023 and has held it in 12 quarters since.
  • 3,164 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.