SageView Advisory Group’s Goldman Sachs GS Stock Holding History

SageView 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	$1.84M	Buy	1,817 +163	+10%	+$159K	0.06%	164
2026 Q1	$1.4M	Sell	1,654 -269	-14%	-$240K	0.05%	191
2025 Q4	$1.69M	Sell	1,923 -291	-13%	-$237K	0.06%	180
2025 Q3	$1.76M	Buy	2,214 +46	+2%	+$34.1K	0.06%	179
2025 Q2	$1.57M	Sell	2,168 -123	-5%	-$71.3K	0.06%	176
2025 Q1	$1.25M	Sell	2,291 -411	-15%	-$247K	0.05%	196
2024 Q4	$1.55M	Buy	2,702 +521	+24%	+$291K	0.07%	159
2024 Q3	$1.08M	Buy	2,181 +349	+19%	+$171K	0.05%	185
2024 Q2	$829K	Buy	+1,832	New	+$804K	0.04%	252
2024 Q1	–	Sell	-1,306	Closed	-$505K	–	606
2023 Q4	$505K	Buy	+1,306	New	+$436K	0.02%	395

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SageView Advisory Group's GS Position: Q2 2026 in Review

SageView Advisory Group increased its Goldman Sachs (GS) stake by 9.9% in Q2 2026, buying an estimated $159K and bringing the position to 1,817 shares worth $1.84M. The position accounts for 0.06% of the portfolio, ranked #164.

SageView Advisory Group first reported a position in GS in Q4 2023 and has held it in 10 quarters since. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.

SageView Advisory Group held 1,817 shares of Goldman Sachs worth $1.84M as of Q2 2026.
SageView Advisory Group bought 163 Goldman Sachs shares in Q2 2026, an estimated $159K.
Goldman Sachs made up 0.06% of SageView Advisory Group's portfolio in Q2 2026, its #164 holding.
SageView Advisory Group first reported a position in Goldman Sachs in Q4 2023 and has held it in 10 quarters since.
3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.