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Safeguard Investment Advisory Group’s Goldman Sachs GS Stock Holding History

Safeguard Investment 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 		$416K Buy
410
+4
+1% +$3.9K 0.1% 100
2026
Q1 		$344K Sell
406
-44
-10% -$39.3K 0.1% 86
2025
Q4 		$396K Buy
450
+51
+13% +$41.6K 0.1% 83
2025
Q3 		$318K Buy
399
+52
+15% +$38.5K 0.08% 101
2025
Q2 		$246K Sell
347
-260
-43% -$151K 0.06% 117
2025
Q1 		$333K Buy
+607
New +$365K 0.09% 90

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Safeguard Investment Advisory Group's GS Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Goldman Sachs (GS) stake by 0.99% in Q2 2026, buying an estimated $3.9K and bringing the position to 410 shares worth $416K. The position accounts for 0.1% of the portfolio, ranked #100.

Safeguard Investment Advisory Group first reported a position in GS in Q1 2025 and has held it in 6 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Safeguard Investment Advisory Group held 410 shares of Goldman Sachs worth $416K as of Q2 2026.
  • Safeguard Investment Advisory Group bought 4 Goldman Sachs shares in Q2 2026, an estimated $3.9K.
  • Goldman Sachs made up 0.1% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #100 holding.
  • Safeguard Investment Advisory Group first reported a position in Goldman Sachs in Q1 2025 and has held it in 6 quarters since.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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