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Sage Mountain Advisors’s Goldman Sachs GS Stock Holding History

Sage Mountain 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 		$348K Buy
344
+21
+7% +$20.5K 0.02% 168
2026
Q1 		$273K Sell
323
-2,040
-86% -$1.82M 0.02% 173
2025
Q4 		$2.08M Buy
2,363
+51
+2% +$41.6K 0.11% 98
2025
Q3 		$1.84M Buy
2,312
+46
+2% +$34.1K 0.11% 103
2025
Q2 		$1.6M Buy
2,266
+665
+42% +$385K 0.1% 93
2025
Q1 		$874K Sell
1,601
-278
-15% -$167K 0.06% 140
2024
Q4 		$1.08M Buy
1,879
+261
+16% +$146K 0.08% 109
2024
Q3 		$801K Sell
1,618
-52
-3% -$25.4K 0.07% 135
2024
Q2 		$755K Buy
1,670
+200
+14% +$87.8K 0.07% 123
2024
Q1 		$614K Buy
1,470
+180
+14% +$69.9K 0.06% 132
2023
Q4 		$498K Sell
1,290
-108
-8% -$36K 0.06% 130
2023
Q3 		$452K Buy
1,398
+51
+4% +$17K 0.06% 124
2023
Q2 		$434K Sell
1,347
-3
-0.2% -$986 0.06% 130
2023
Q1 		$442K Buy
1,350
+565
+72% +$197K 0.07% 115
2022
Q4 		$270K Sell
785
-23,323
-97% -$8.12M 0.06% 119
2022
Q3 		$7.05M Sell
24,108
-8,062
-25% -$2.61M 1.88% 11
2022
Q2 		$9.55M Buy
32,170
+31,068
+2,819% +$9.67M 1.69% 8
2022
Q1 		$364K Sell
1,102
-441
-29% -$156K 0.06% 335
2021
Q4 		$590K Buy
1,543
+154
+11% +$61K 0.07% 270
2021
Q3 		$525K Buy
1,389
+22
+2% +$8.59K 0.08% 248
2021
Q2 		$519K Buy
1,367
+494
+57% +$177K 0.09% 222
2021
Q1 		$285K Buy
+873
New +$272K 0.06% 238

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

Sage Mountain Advisors's GS Position: Q2 2026 in Review

Sage Mountain Advisors increased its Goldman Sachs (GS) stake by 6.5% in Q2 2026, buying an estimated $20.5K and bringing the position to 344 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #168.

Sage Mountain Advisors first reported a position in GS in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.55M in Q2 2022. 3,175 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Sage Mountain Advisors held 344 shares of Goldman Sachs worth $348K as of Q2 2026.
  • Sage Mountain Advisors bought 21 Goldman Sachs shares in Q2 2026, an estimated $20.5K.
  • Goldman Sachs made up 0.02% of Sage Mountain Advisors's portfolio in Q2 2026, its #168 holding.
  • Sage Mountain Advisors first reported a position in Goldman Sachs in Q1 2021 and has held it in 22 quarters since.
  • Sage Mountain Advisors's Goldman Sachs position peaked at $9.55M in Q2 2022.
  • 3,175 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.