Motive Wealth Advisors’s Goldman Sachs GS Stock Holding History

Motive 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	$385K	Buy	381 +25	+7%	+$24.4K	0.16%	62
2026 Q1	$301K	Buy	356 +1	+0.3%	+$892	0.14%	64
2025 Q4	$312K	Sell	355 -5	-1%	-$4.08K	0.13%	67
2025 Q3	$287K	Buy	360 +5	+1%	+$3.71K	0.12%	66
2025 Q2	$251K	Buy	+355	New	+$206K	0.11%	72

Other funds holding GS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

Motive Wealth Advisors increased its Goldman Sachs (GS) stake by 7% in Q2 2026, buying an estimated $24.4K and bringing the position to 381 shares worth $385K. The position accounts for 0.16% of the portfolio, ranked #62.

Motive Wealth Advisors first reported a position in GS in Q2 2025 and has held it in 5 quarters since. 794 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Motive Wealth Advisors held 381 shares of Goldman Sachs worth $385K as of Q2 2026.
Motive Wealth Advisors bought 25 Goldman Sachs shares in Q2 2026, an estimated $24.4K.
Goldman Sachs made up 0.16% of Motive Wealth Advisors's portfolio in Q2 2026, its #62 holding.
Motive Wealth Advisors first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
794 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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