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Lowe Wealth Advisors’s Goldman Sachs GS Stock Holding History

Lowe 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
2025
Q3 		$48.6K Hold
61
– – 0.02% 147
2025
Q2 		$43.2K Sell
61
-3
-5% -$1.74K 0.02% 154
2025
Q1 		$35K Buy
64
+49
+327% +$29.5K 0.01% 155
2024
Q4 		$8.59K Buy
+15
New +$8.37K ﹤0.01% 242
2023
Q1 		– Sell
-25
Closed -$8.59K – 353
2022
Q4 		$8.59K Sell
25
-50
-67% -$17.4K ﹤0.01% 222
2022
Q3 		$22K Buy
+75
New +$24.3K 0.01% 140
2019
Q3 		– Sell
-12
Closed -$2K – 286
2019
Q2 		$2K Hold
12
– – ﹤0.01% 253
2019
Q1 		$2K Buy
+12
New +$2.31K ﹤0.01% 223
2018
Q4 		– Sell
-17
Closed -$4K – 275
2018
Q3 		$4K Buy
+17
New +$3.95K ﹤0.01% 204

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lowe Wealth Advisors's GS Position: Q3 2025 in Review

Lowe Wealth Advisors held its Goldman Sachs (GS) position steady in Q3 2025 at 61 shares worth $48.6K. The position accounts for 0.02% of the portfolio, ranked #147.

Lowe Wealth Advisors first reported a position in GS in Q3 2018 and has held it in 9 quarters since. 2,745 funds tracked by Wall St. Rank hold GS as of Q3 2025.

  • Lowe Wealth Advisors held 61 shares of Goldman Sachs worth $48.6K as of Q3 2025.
  • Lowe Wealth Advisors left its Goldman Sachs share count unchanged in Q3 2025.
  • Goldman Sachs made up 0.02% of Lowe Wealth Advisors's portfolio in Q3 2025, its #147 holding.
  • Lowe Wealth Advisors first reported a position in Goldman Sachs in Q3 2018 and has held it in 9 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.