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Retirement Wealth Solutions’s Goldman Sachs GS Stock Holding History

Retirement Wealth Solutions’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 		$23.4K Buy
26
+7
+37% +$7.16K 0.01% 165
2026
Q2 		$19.2K Buy
19
+9
+90% +$8.78K 0.01% 160
2026
Q1 		$8.46K Buy
10
+3
+43% +$2.68K 0.01% 226
2025
Q4 		$6.15K Buy
7
+2
+40% +$1.63K ﹤0.01% 283
2025
Q3 		$3.98K Buy
+5
New +$3.71K ﹤0.01% 345

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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return

Retirement Wealth Solutions's GS Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Goldman Sachs (GS) stake by 37% in Q3 2026, buying an estimated $7.16K and bringing the position to 26 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #165.

Retirement Wealth Solutions first reported a position in GS in Q3 2025 and has held it in 5 quarters since. 153 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Retirement Wealth Solutions held 26 shares of Goldman Sachs worth $23.4K as of Q3 2026.
  • Retirement Wealth Solutions bought 7 Goldman Sachs shares in Q3 2026, an estimated $7.16K.
  • Goldman Sachs made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #165 holding.
  • Retirement Wealth Solutions first reported a position in Goldman Sachs in Q3 2025 and has held it in 5 quarters since.
  • 153 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.