MWA
GS icon

Miller Wealth Advisors’s Goldman Sachs GS Stock Holding History

Miller 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 		$326K Hold
322
– – 0.14% 14
2026
Q1 		$272K Hold
322
– – 0.1% 16
2025
Q4 		$283K Hold
322
– – 0.1% 15
2025
Q3 		$256K Hold
322
– – 0.1% 16
2025
Q2 		$228K Hold
322
– – 0.11% 17
2025
Q1 		$176K Hold
322
– – 0.1% 17
2024
Q4 		$184K Hold
322
– – 0.09% 17
2024
Q3 		$170K Hold
322
– – 0.09% 15
2024
Q2 		$146K Hold
322
– – 0.08% 20
2024
Q1 		$134K Sell
322
-10
-3% -$3.88K 0.08% 20
2023
Q4 		$128K Sell
332
-10
-3% -$3.34K 0.08% 19
2023
Q3 		$111K Sell
342
-20
-6% -$6.68K 0.08% 18
2023
Q2 		$117K Buy
362
+327
+934% +$108K 0.08% 19
2023
Q1 		$5K Sell
35
-499
-93% -$174K 0.02% 50
2022
Q4 		$175K Buy
534
+172
+48% +$59.9K 0.12% 14
2022
Q3 		$108K Hold
362
– – 0.09% 31
2022
Q2 		$108K Sell
362
-15
-4% -$4.67K 0.09% 19
2022
Q1 		$124K Buy
377
+60
+19% +$21.2K 0.08% 19
2021
Q4 		$121K Buy
+317
New +$125K 0.08% 19

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

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

Miller Wealth Advisors held its Goldman Sachs (GS) position steady in Q2 2026 at 322 shares worth $326K. The position accounts for 0.14% of the portfolio, ranked #14.

Miller Wealth Advisors first reported a position in GS in Q4 2021 and has held it in 19 quarters since. 3,152 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Miller Wealth Advisors held 322 shares of Goldman Sachs worth $326K as of Q2 2026.
  • Miller Wealth Advisors left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.14% of Miller Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Miller Wealth Advisors first reported a position in Goldman Sachs in Q4 2021 and has held it in 19 quarters since.
  • 3,152 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Miller Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.