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Physician Wealth Advisors’s Goldman Sachs GS Stock Holding History

Physician 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 		$280K Buy
277
+16
+6% +$15.6K 0.03% 170
2026
Q1 		$221K Buy
261
+32
+14% +$28.5K 0.03% 178
2025
Q4 		$202K Buy
229
+9
+4% +$7.34K 0.03% 199
2025
Q3 		$175K Buy
220
+64
+41% +$47.4K 0.02% 210
2025
Q2 		$111K Buy
156
+3
+2% +$1.74K 0.02% 251
2025
Q1 		$83.6K Sell
153
-18
-11% -$10.8K 0.01% 272
2024
Q4 		$98.2K Buy
+171
New +$95.4K 0.02% 260

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

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

Physician Wealth Advisors increased its Goldman Sachs (GS) stake by 6.1% in Q2 2026, buying an estimated $15.6K and bringing the position to 277 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #170.

Physician Wealth Advisors first reported a position in GS in Q4 2024 and has held it in 7 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Physician Wealth Advisors held 277 shares of Goldman Sachs worth $280K as of Q2 2026.
  • Physician Wealth Advisors bought 16 Goldman Sachs shares in Q2 2026, an estimated $15.6K.
  • Goldman Sachs made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #170 holding.
  • Physician Wealth Advisors first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.