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Panoramic Investment Advisors’s Goldman Sachs GS Stock Holding History

Panoramic Investment 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 		$345K Hold
341
– – 0.17% 96
2026
Q1 		$288K Buy
+341
New +$304K 0.16% 102

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

Panoramic Investment Advisors's GS Position: Q2 2026 in Review

Panoramic Investment Advisors held its Goldman Sachs (GS) position steady in Q2 2026 at 341 shares worth $345K. The position accounts for 0.17% of the portfolio, ranked #96.

Panoramic Investment Advisors first reported a position in GS in Q1 2026 and has held it in 2 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Panoramic Investment Advisors held 341 shares of Goldman Sachs worth $345K as of Q2 2026.
  • Panoramic Investment Advisors left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.17% of Panoramic Investment Advisors's portfolio in Q2 2026, its #96 holding.
  • Panoramic Investment Advisors first reported a position in Goldman Sachs in Q1 2026 and has held it in 2 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.