Private Advisory Group’s Goldman Sachs GS Stock Holding History

Private Advisory Group’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	$11.6M	Sell	11,507 -347	-3%	-$338K	0.63%	45
2026 Q1	$10M	Sell	11,854 -908	-7%	-$810K	0.66%	50
2025 Q4	$11.2M	Buy	12,762 +475	+4%	+$388K	0.88%	37
2025 Q3	$9.78M	Sell	12,287 -1,401	-10%	-$1.04M	0.8%	41
2025 Q2	$9.69M	Buy	13,688 +13,104	+2,244%	+$7.59M	0.88%	37
2025 Q1	$319K	Sell	584 -18	-3%	-$10.8K	0.04%	162
2024 Q4	$345K	Buy	602 +10	+2%	+$5.58K	0.04%	165
2024 Q3	$293K	Buy	+592	New	+$290K	0.04%	170
2023 Q2	–	Sell	-1,656	Closed	-$542K	–	218
2023 Q1	$542K	Buy	+1,656	New	+$576K	0.12%	117
2022 Q2	–	Sell	-19,538	Closed	-$6.45M	–	180
2022 Q1	$6.45M	Buy	+19,538	New	+$6.9M	1.26%	24
2019 Q2	–	Sell	-8,007	Closed	-$1.34M	–	126
2019 Q1	$1.34M	Hold	8,007	–	–	0.75%	46
2018 Q4	$1.34M	Buy	8,007 +2,408	+43%	+$486K	0.75%	46
2018 Q3	$1.28M	Buy	5,599 +2,663	+91%	+$619K	0.65%	51
2018 Q2	$648K	Buy	+2,936	New	+$700K	0.32%	86

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Private Advisory Group's GS Position: Q2 2026 in Review

Private Advisory Group reduced its Goldman Sachs (GS) stake by 2.9% in Q2 2026, selling an estimated $338K and leaving 11,507 shares worth $11.6M. The position accounts for 0.63% of the portfolio, ranked #45.

Private Advisory Group first reported a position in GS in Q2 2018 and has held it in 14 quarters since. 3,152 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Private Advisory Group held 11,507 shares of Goldman Sachs worth $11.6M as of Q2 2026.
Private Advisory Group sold 347 Goldman Sachs shares in Q2 2026, an estimated $338K.
Goldman Sachs made up 0.63% of Private Advisory Group's portfolio in Q2 2026, its #45 holding.
Private Advisory Group first reported a position in Goldman Sachs in Q2 2018 and has held it in 14 quarters since.
3,152 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.