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Octavia Wealth Advisors’s Goldman Sachs GS Stock Holding History

Octavia 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 		$788K Sell
779
-2
-0.3% -$1.95K 0.07% 89
2026
Q1 		$661K Sell
781
-15
-2% -$13.4K 0.06% 105
2025
Q4 		$700K Sell
796
-38
-5% -$31K 0.07% 108
2025
Q3 		$664K Buy
834
+31
+4% +$23K 0.07% 109
2025
Q2 		$568K Sell
803
-32
-4% -$18.5K 0.06% 105
2025
Q1 		$456K Sell
835
-11
-1% -$6.62K 0.06% 129
2024
Q4 		$484K Sell
846
-33
-4% -$18.4K 0.06% 122
2024
Q3 		$435K Sell
879
-9
-1% -$4.4K 0.05% 130
2024
Q2 		$402K Sell
888
-32
-3% -$14K 0.05% 138
2024
Q1 		$384K Sell
920
-52
-5% -$20.2K 0.06% 145
2023
Q4 		$375K Sell
972
-4
-0.4% -$1.33K 0.07% 147
2023
Q3 		$316K Buy
976
+114
+13% +$38.1K 0.06% 138
2023
Q2 		$278K Sell
862
-25
-3% -$8.22K 0.06% 149
2023
Q1 		$290K Buy
887
+115
+15% +$40K 0.07% 134
2022
Q4 		$265K Buy
772
+19
+3% +$6.62K 0.07% 151
2022
Q3 		$221K Buy
753
+39
+5% +$12.6K 0.06% 153
2022
Q2 		$211K Sell
714
-5
-0.7% -$1.56K 0.06% 160
2022
Q1 		$237K Buy
719
+63
+10% +$22.3K 0.05% 165
2021
Q4 		$251K Buy
+656
New +$260K 0.05% 171
2021
Q3 		– Sell
-538
Closed -$204K – 187
2021
Q2 		$204K Buy
+538
New +$193K 0.05% 160

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

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

Octavia Wealth Advisors reduced its Goldman Sachs (GS) stake by 0.26% in Q2 2026, selling an estimated $1.95K and leaving 779 shares worth $788K. The position accounts for 0.07% of the portfolio, ranked #89.

Octavia Wealth Advisors first reported a position in GS in Q2 2021 and has held it in 20 quarters since. 3,180 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Octavia Wealth Advisors held 779 shares of Goldman Sachs worth $788K as of Q2 2026.
  • Octavia Wealth Advisors sold 2 Goldman Sachs shares in Q2 2026, an estimated $1.95K.
  • Goldman Sachs made up 0.07% of Octavia Wealth Advisors's portfolio in Q2 2026, its #89 holding.
  • Octavia Wealth Advisors first reported a position in Goldman Sachs in Q2 2021 and has held it in 20 quarters since.
  • 3,180 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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