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Rooted Wealth Advisors’s Goldman Sachs GS Stock Holding History

Rooted 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 		$546K Buy
540
+56
+12% +$54.6K 0.13% 91
2026
Q1 		$456K Buy
484
+116
+32% +$103K 0.12% 88
2025
Q4 		$336K Buy
368
+15
+4% +$12.2K 0.09% 102
2025
Q3 		$279K Buy
353
+34
+11% +$25.2K 0.09% 105
2025
Q2 		$225K Buy
+319
New +$185K 0.08% 99

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

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

Rooted Wealth Advisors increased its Goldman Sachs (GS) stake by 12% in Q2 2026, buying an estimated $54.6K and bringing the position to 540 shares worth $546K. The position accounts for 0.13% of the portfolio, ranked #91.

Rooted Wealth Advisors first reported a position in GS in Q2 2025 and has held it in 5 quarters since. 3,164 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Rooted Wealth Advisors held 540 shares of Goldman Sachs worth $546K as of Q2 2026.
  • Rooted Wealth Advisors bought 56 Goldman Sachs shares in Q2 2026, an estimated $54.6K.
  • Goldman Sachs made up 0.13% of Rooted Wealth Advisors's portfolio in Q2 2026, its #91 holding.
  • Rooted Wealth Advisors first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
  • 3,164 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.