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Rise Advisors’s Goldman Sachs GS Stock Holding History

Rise 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 		$694K Buy
686
+9
+1% +$8.78K 0.2% 41
2026
Q1 		$582K Buy
677
+3
+0.4% +$2.68K 0.21% 43
2025
Q4 		$592K Sell
674
-18
-3% -$14.7K 0.21% 44
2025
Q3 		$551K Buy
692
+36
+5% +$26.7K 0.2% 45
2025
Q2 		$464K Sell
656
-48
-7% -$27.8K 0.18% 51
2025
Q1 		$384K Buy
704
+20
+3% +$12K 0.17% 56
2024
Q4 		$392K Sell
684
-14
-2% -$7.81K 0.19% 52
2024
Q3 		$345K Sell
698
-2
-0.3% -$978 0.17% 63
2024
Q2 		$316K Buy
700
+5
+0.7% +$2.19K 0.17% 62
2024
Q1 		$290K Buy
695
+170
+32% +$66K 0.15% 64
2023
Q4 		$202K Buy
525
+138
+36% +$46.1K 0.14% 70
2023
Q3 		$125K Buy
387
+139
+56% +$46.4K 0.1% 81
2023
Q2 		$79.9K Sell
248
-19
-7% -$6.25K 0.06% 119
2023
Q1 		$87.3K Sell
267
-13
-5% -$4.53K 0.07% 111
2022
Q4 		$96K Buy
280
+2
+0.7% +$696 0.08% 106
2022
Q3 		$81K Buy
278
+178
+178% +$57.7K 0.07% 109
2022
Q2 		$30K Hold
100
– – 0.03% 193
2022
Q1 		$33K Buy
100
+1
+1% +$353 0.03% 194
2021
Q4 		$37.9K Buy
+99
New +$39.2K 0.04% 179

Other funds holding GS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM