Prevail Innovative Wealth Advisors’s Goldman Sachs GS Stock Holding History

Prevail Innovative 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	$3.51M	Buy	3,469 +2,134	+160%	+$2.08M	0.52%	74
2026 Q1	$1.13M	Buy	1,335 +664	+99%	+$592K	0.19%	124
2025 Q4	$590K	Buy	671 +5	+0.8%	+$4.08K	0.11%	154
2025 Q3	$530K	Buy	666 +62	+10%	+$45.9K	0.1%	165
2025 Q2	$428K	Sell	604 -4,564	-88%	-$2.64M	0.1%	170
2025 Q1	$2.82M	Buy	+5,168	New	+$3.11M	0.75%	39
2024 Q3	–	Sell	-4,613	Closed	-$2.09M	–	180
2024 Q2	$2.09M	Sell	4,613 -5,080	-52%	-$2.23M	0.74%	63
2024 Q1	$4.05M	Buy	9,693 +1,253	+15%	+$486K	1.51%	9
2023 Q4	$3.26M	Buy	8,440 +831	+11%	+$277K	1.55%	13
2023 Q3	$2.46M	Buy	+7,609	New	+$2.54M	1.28%	26

Other funds holding GS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Prevail Innovative Wealth Advisors's GS Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its Goldman Sachs (GS) stake by 160% in Q2 2026, buying an estimated $2.08M and bringing the position to 3,469 shares worth $3.51M. The position accounts for 0.52% of the portfolio, ranked #74.

Prevail Innovative Wealth Advisors first reported a position in GS in Q3 2023 and has held it in 10 quarters since. The position peaked at $4.05M in Q1 2024. 1,511 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Prevail Innovative Wealth Advisors held 3,469 shares of Goldman Sachs worth $3.51M as of Q2 2026.
Prevail Innovative Wealth Advisors bought 2,134 Goldman Sachs shares in Q2 2026, an estimated $2.08M.
Goldman Sachs made up 0.52% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #74 holding.
Prevail Innovative Wealth Advisors first reported a position in Goldman Sachs in Q3 2023 and has held it in 10 quarters since.
Prevail Innovative Wealth Advisors's Goldman Sachs position peaked at $4.05M in Q1 2024.
1,511 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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