Physician Wealth Advisors
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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
Q3 		$257K Buy
285
+8
+3% +$8.18K 0.03% 182
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

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Physician Wealth Advisors's GS Position: Q3 2026 in Review

Physician Wealth Advisors increased its Goldman Sachs (GS) stake by 2.9% in Q3 2026, buying an estimated $8.18K and bringing the position to 285 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #182.

Physician Wealth Advisors first reported a position in GS in Q4 2024 and has held it in 8 quarters since. The position peaked at $280K in Q2 2026. 1,092 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Physician Wealth Advisors held 285 shares of Goldman Sachs worth $257K as of Q3 2026.
  • Physician Wealth Advisors bought 8 Goldman Sachs shares in Q3 2026, an estimated $8.18K.
  • Goldman Sachs made up 0.03% of Physician Wealth Advisors's portfolio in Q3 2026, its #182 holding.
  • Physician Wealth Advisors first reported a position in Goldman Sachs in Q4 2024 and has held it in 8 quarters since.
  • Physician Wealth Advisors's Goldman Sachs position peaked at $280K in Q2 2026.
  • 1,092 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.