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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
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

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

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

Portus Wealth Advisors increased its Goldman Sachs (GS) stake by 11% in Q2 2026, buying an estimated $70.2K and bringing the position to 754 shares worth $762K. The position accounts for 0.63% of the portfolio, ranked #34.

Portus Wealth Advisors first reported a position in GS in Q3 2025 and has held it in 4 quarters since. 3,164 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Portus Wealth Advisors held 754 shares of Goldman Sachs worth $762K as of Q2 2026.
  • Portus Wealth Advisors bought 72 Goldman Sachs shares in Q2 2026, an estimated $70.2K.
  • Goldman Sachs made up 0.63% of Portus Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • Portus Wealth Advisors first reported a position in Goldman Sachs in Q3 2025 and has held it in 4 quarters since.
  • 3,164 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.