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Medallion Wealth Advisors’s Goldman Sachs GS Stock Holding History

Medallion 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 		$70.8K Buy
70
+30
+75% +$29.2K 0.02% 400
2026
Q1 		$33.8K Hold
40
– – 0.01% 550
2025
Q4 		$35.2K Hold
40
– – 0.01% 527
2025
Q3 		$31.9K Hold
40
– – 0.01% 550
2025
Q2 		$28.3K Sell
40
-2
-5% -$1.16K 0.01% 558
2025
Q1 		$23K Buy
42
+30
+250% +$18.1K 0.01% 552
2024
Q4 		$6.87K Buy
+12
New +$6.69K ﹤0.01% 712

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

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

Medallion Wealth Advisors increased its Goldman Sachs (GS) stake by 75% in Q2 2026, buying an estimated $29.2K and bringing the position to 70 shares worth $70.8K. The position accounts for 0.02% of the portfolio, ranked #400.

Medallion Wealth Advisors first reported a position in GS in Q4 2024 and has held it in 7 quarters since. 3,178 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Medallion Wealth Advisors held 70 shares of Goldman Sachs worth $70.8K as of Q2 2026.
  • Medallion Wealth Advisors bought 30 Goldman Sachs shares in Q2 2026, an estimated $29.2K.
  • Goldman Sachs made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #400 holding.
  • Medallion Wealth Advisors first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
  • 3,178 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.