Olistico Wealth’s Goldman Sachs GS Stock Holding History

Olistico Wealth’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 Q3	$1.42M	Hold	1,576	–	–	0.59%	40
2026 Q2	$1.59M	Buy	1,576 +22	+1%	+$21.4K	0.68%	34
2026 Q1	$1.31M	Buy	1,554 +52	+3%	+$46.4K	0.65%	37
2025 Q4	$1.32M	Buy	1,502 +15	+1%	+$12.2K	0.64%	35
2025 Q3	$1.18M	Buy	1,487 +7	+0.5%	+$5.19K	0.63%	34
2025 Q2	$1.05M	Buy	1,480 +368	+33%	+$213K	0.58%	38
2025 Q1	$608K	Buy	1,112 +1	+0.1%	+$602	0.38%	50
2024 Q4	$636K	Hold	1,111	–	–	0.37%	49
2024 Q3	$550K	Buy	1,111 +112	+11%	+$54.8K	0.34%	59
2024 Q2	$452K	Buy	999 +123	+14%	+$54K	0.29%	68
2024 Q1	$366K	Sell	876 -310	-26%	-$120K	0.26%	76
2023 Q4	$458K	Sell	1,186 -58	-5%	-$19.4K	0.36%	62
2023 Q3	$403K	Sell	1,244 -79	-6%	-$26.4K	0.36%	69
2023 Q2	$427K	Buy	1,323 +300	+29%	+$98.6K	0.37%	68
2023 Q1	$335K	Buy	1,023 +1	+0.1%	+$348	0.32%	76
2022 Q4	$351K	Buy	+1,022	New	+$356K	0.38%	72

Other funds holding GS

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

Olistico Wealth's GS Position: Q3 2026 in Review

Olistico Wealth held its Goldman Sachs (GS) position steady in Q3 2026 at 1,576 shares worth $1.42M. The position accounts for 0.59% of the portfolio, ranked #40.

Olistico Wealth first reported a position in GS in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.59M in Q2 2026. 768 funds tracked by Wall St. Rank hold GS as of Q3 2026.

Olistico Wealth held 1,576 shares of Goldman Sachs worth $1.42M as of Q3 2026.
Olistico Wealth left its Goldman Sachs share count unchanged in Q3 2026.
Goldman Sachs made up 0.59% of Olistico Wealth's portfolio in Q3 2026, its #40 holding.
Olistico Wealth first reported a position in Goldman Sachs in Q4 2022 and has held it in 16 quarters since.
Olistico Wealth's Goldman Sachs position peaked at $1.59M in Q2 2026.
768 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.