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Meridian Wealth Advisors’s Goldman Sachs GS Stock Holding History

Meridian 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 		$1.03M Sell
1,014
-17
-2% -$16.6K 0.12% 99
2026
Q1 		$872K Sell
1,031
-6
-0.6% -$5.35K 0.12% 101
2025
Q4 		$912K Sell
1,037
-20
-2% -$16.3K 0.13% 95
2025
Q3 		$842K Buy
1,057
+314
+42% +$233K 0.12% 101
2025
Q2 		$526K Buy
743
+151
+26% +$87.5K 0.08% 120
2025
Q1 		$323K Buy
592
+1
+0.2% +$602 0.05% 138
2024
Q4 		$339K Buy
591
+118
+25% +$65.8K 0.06% 139
2024
Q3 		$234K Buy
+473
New +$231K 0.04% 165

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

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

Meridian Wealth Advisors reduced its Goldman Sachs (GS) stake by 1.6% in Q2 2026, selling an estimated $16.6K and leaving 1,014 shares worth $1.03M. The position accounts for 0.12% of the portfolio, ranked #99.

Meridian Wealth Advisors first reported a position in GS in Q3 2024 and has held it in 8 quarters since. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Meridian Wealth Advisors held 1,014 shares of Goldman Sachs worth $1.03M as of Q2 2026.
  • Meridian Wealth Advisors sold 17 Goldman Sachs shares in Q2 2026, an estimated $16.6K.
  • Goldman Sachs made up 0.12% of Meridian Wealth Advisors's portfolio in Q2 2026, its #99 holding.
  • Meridian Wealth Advisors first reported a position in Goldman Sachs in Q3 2024 and has held it in 8 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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