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Marshall & Sterling Wealth Advisors’s Goldman Sachs GS Stock Holding History

Marshall & Sterling 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 		$89.6K Buy
89
+1
+1% +$975 0.05% 123
2026
Q1 		$74.6K Hold
88
– – 0.05% 125
2025
Q4 		$77.1K Hold
88
– – 0.05% 119
2025
Q3 		$69.5K Buy
88
+1
+1% +$741 0.04% 145
2025
Q2 		$61.5K Hold
87
– – 0.04% 136
2025
Q1 		$47.3K Hold
87
– – 0.03% 163
2024
Q4 		$49.3K Buy
+87
New +$48.5K 0.03% 129

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

Marshall & Sterling Wealth Advisors's GS Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Goldman Sachs (GS) stake by 1.1% in Q2 2026, buying an estimated $975 and bringing the position to 89 shares worth $89.6K. The position accounts for 0.05% of the portfolio, ranked #123.

Marshall & Sterling Wealth Advisors first reported a position in GS in Q4 2024 and has held it in 7 quarters since. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 89 shares of Goldman Sachs worth $89.6K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 1 Goldman Sachs share in Q2 2026, an estimated $975.
  • Goldman Sachs made up 0.05% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #123 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.