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Palo Alto Wealth Advisors’s Goldman Sachs GS Stock Holding History

Palo Alto 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
2025
Q3 		$478K Buy
590
+13
+2% +$9.63K 0.14% 41
2025
Q2 		$408K Buy
577
+8
+1% +$4.64K 0.15% 38
2025
Q1 		$344K Buy
569
+12
+2% +$7.22K 0.13% 38
2024
Q4 		$319K Buy
+557
New +$311K 0.11% 43

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Palo Alto Wealth Advisors's GS Position: Q3 2025 in Review

Palo Alto Wealth Advisors increased its Goldman Sachs (GS) stake by 2.3% in Q3 2025, buying an estimated $9.63K and bringing the position to 590 shares worth $478K. The position accounts for 0.14% of the portfolio, ranked #41.

Palo Alto Wealth Advisors first reported a position in GS in Q4 2024 and has held it in 4 quarters since. 2,739 funds tracked by Wall St. Rank hold GS as of Q3 2025.

  • Palo Alto Wealth Advisors held 590 shares of Goldman Sachs worth $478K as of Q3 2025.
  • Palo Alto Wealth Advisors bought 13 Goldman Sachs shares in Q3 2025, an estimated $9.63K.
  • Goldman Sachs made up 0.14% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #41 holding.
  • Palo Alto Wealth Advisors first reported a position in Goldman Sachs in Q4 2024 and has held it in 4 quarters since.
  • 2,739 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.