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Portus Wealth Advisors’s Goldman Sachs GS Stock Holding History

Portus 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 		$710K Buy
788
+34
+5% +$34.8K 0.58% 35
2026
Q2 		$762K Buy
754
+72
+11% +$70.2K 0.63% 34
2026
Q1 		$577K Buy
682
+47
+7% +$41.9K 0.54% 34
2025
Q4 		$558K Buy
635
+42
+7% +$34.3K 0.53% 36
2025
Q3 		$472K Buy
+593
New +$439K 0.47% 36

Other funds holding GS

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

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

Portus Wealth Advisors increased its Goldman Sachs (GS) stake by 4.5% in Q3 2026, buying an estimated $34.8K and bringing the position to 788 shares worth $710K. The position accounts for 0.58% of the portfolio, ranked #35.

Portus Wealth Advisors first reported a position in GS in Q3 2025 and has held it in 5 quarters since. The position peaked at $762K in Q2 2026. 288 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Portus Wealth Advisors held 788 shares of Goldman Sachs worth $710K as of Q3 2026.
  • Portus Wealth Advisors bought 34 Goldman Sachs shares in Q3 2026, an estimated $34.8K.
  • Goldman Sachs made up 0.58% of Portus Wealth Advisors's portfolio in Q3 2026, its #35 holding.
  • Portus Wealth Advisors first reported a position in Goldman Sachs in Q3 2025 and has held it in 5 quarters since.
  • Portus Wealth Advisors's Goldman Sachs position peaked at $762K in Q2 2026.
  • 288 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

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