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LVW Advisors’s Goldman Sachs GS Stock Holding History

LVW 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 		$2.11M Buy
2,090
+294
+16% +$287K 0.18% 71
2026
Q1 		$1.52M Buy
1,796
+523
+41% +$467K 0.14% 84
2025
Q4 		$1.12M Buy
1,273
+293
+30% +$239K 0.11% 92
2025
Q3 		$780K Sell
980
-37
-4% -$27.4K 0.08% 125
2025
Q2 		$720K Sell
1,017
-92
-8% -$53.3K 0.08% 142
2025
Q1 		$606K Sell
1,109
-8
-0.7% -$4.81K 0.07% 153
2024
Q4 		$640K Sell
1,117
-112
-9% -$62.5K 0.08% 156
2024
Q3 		$608K Sell
1,229
-110
-8% -$53.8K 0.08% 164
2024
Q2 		$606K Buy
1,339
+200
+18% +$87.8K 0.09% 141
2024
Q1 		$476K Buy
1,139
+256
+29% +$99.3K 0.08% 174
2023
Q4 		$341K Buy
883
+229
+35% +$76.4K 0.06% 193
2023
Q3 		$212K Buy
+654
New +$219K 0.04% 210
2023
Q1 		– Sell
-600
Closed -$206K – 240
2022
Q4 		$206K Buy
+600
New +$209K 0.04% 219
2022
Q1 		– Sell
-544
Closed -$208K – 237
2021
Q4 		$208K Sell
544
-43
-7% -$17K 0.04% 230
2021
Q3 		$222K Buy
587
+16
+3% +$6.25K 0.04% 224
2021
Q2 		$217K Buy
+571
New +$204K 0.04% 213

Other funds holding GS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

LVW Advisors's GS Position: Q2 2026 in Review

LVW Advisors increased its Goldman Sachs (GS) stake by 16% in Q2 2026, buying an estimated $287K and bringing the position to 2,090 shares worth $2.11M. The position accounts for 0.18% of the portfolio, ranked #71.

LVW Advisors first reported a position in GS in Q2 2021 and has held it in 16 quarters since. 1,511 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • LVW Advisors held 2,090 shares of Goldman Sachs worth $2.11M as of Q2 2026.
  • LVW Advisors bought 294 Goldman Sachs shares in Q2 2026, an estimated $287K.
  • Goldman Sachs made up 0.18% of LVW Advisors's portfolio in Q2 2026, its #71 holding.
  • LVW Advisors first reported a position in Goldman Sachs in Q2 2021 and has held it in 16 quarters since.
  • 1,511 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.