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Pension & Wealth Management Advisors’s Goldman Sachs GS Stock Holding History

Pension & Wealth Management 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 		$110K Buy
+108
New +$105K 0.03% 241
2025
Q1 		– Sell
-25
Closed -$14.4K – 499
2024
Q4 		$14.4K Buy
+25
New +$13.9K 0.01% 350
2023
Q1 		– Sell
-37
Closed -$12.7K – 330
2022
Q4 		$12.7K Buy
+37
New +$12.9K 0.01% 204

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pension & Wealth Management Advisors's GS Position: Q2 2026 in Review

Pension & Wealth Management Advisors opened a new position in Goldman Sachs (GS) in Q2 2026: 108 shares worth $110K. The stake represents 0.03% of the portfolio and ranks #241 among its holdings. This is a return to the name: Pension & Wealth Management Advisors previously reported a position in GS as recently as Q4 2024.

Pension & Wealth Management Advisors first reported a position in GS in Q4 2022 and has held it in 3 quarters since. 3,030 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Pension & Wealth Management Advisors held 108 shares of Goldman Sachs worth $110K as of Q2 2026.
  • Goldman Sachs was a new Pension & Wealth Management Advisors position in Q2 2026.
  • Goldman Sachs made up 0.03% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #241 holding.
  • Pension & Wealth Management Advisors first reported a position in Goldman Sachs in Q4 2022 and has held it in 3 quarters since.
  • 3,030 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.