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Provenance Wealth Advisors’s Goldman Sachs GS Stock Holding History

Provenance 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 		$74.8K Buy
74
+9
+14% +$8.78K 0.01% 202
2026
Q1 		$55K Hold
65
– – 0.01% 197
2025
Q4 		$57.1K Hold
65
– – 0.01% 196
2025
Q3 		$51.8K Hold
65
– – 0.01% 213
2025
Q2 		$46K Hold
65
– – 0.01% 213
2025
Q1 		$35.5K Hold
65
– – 0.01% 243
2024
Q4 		$37.2K Hold
65
– – ﹤0.01% 235
2024
Q3 		$32.2K Hold
65
– – ﹤0.01% 259
2024
Q2 		$29.4K Hold
65
– – ﹤0.01% 240
2024
Q1 		$27.1K Hold
65
– – ﹤0.01% 257
2023
Q4 		$25.1K Buy
65
+58
+829% +$19.4K ﹤0.01% 248
2023
Q3 		$2.27K Buy
+7
New +$2.34K ﹤0.01% 310

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

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

Provenance Wealth Advisors increased its Goldman Sachs (GS) stake by 14% in Q2 2026, buying an estimated $8.78K and bringing the position to 74 shares worth $74.8K. The position accounts for 0.01% of the portfolio, ranked #202.

Provenance Wealth Advisors first reported a position in GS in Q3 2023 and has held it in 12 quarters since. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Provenance Wealth Advisors held 74 shares of Goldman Sachs worth $74.8K as of Q2 2026.
  • Provenance Wealth Advisors bought 9 Goldman Sachs shares in Q2 2026, an estimated $8.78K.
  • Goldman Sachs made up 0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #202 holding.
  • Provenance Wealth Advisors first reported a position in Goldman Sachs in Q3 2023 and has held it in 12 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.