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Sax Wealth Advisors’s Goldman Sachs GS Stock Holding History

Sax 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 		$2.99M Buy
3,529
+2,110
+149% +$2.06M 0.12% 120
2026
Q1 		$1.25M Sell
1,419
-17
-1% -$15.2K 0.06% 167
2025
Q4 		$1.26M Sell
1,436
-31
-2% -$25.3K 0.06% 170
2025
Q3 		$1.17M Buy
1,467
+114
+8% +$84.5K 0.06% 165
2025
Q2 		$958K Buy
1,353
+21
+2% +$12.2K 0.06% 179
2025
Q1 		$728K Buy
1,332
+316
+31% +$190K 0.05% 173
2024
Q4 		$582K Buy
1,016
+15
+1% +$8.37K 0.05% 177
2024
Q3 		$495K Buy
1,001
+153
+18% +$74.8K 0.04% 158
2024
Q2 		$383K Buy
+848
New +$372K 0.04% 175

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Sax Wealth Advisors increased its Goldman Sachs (GS) stake by 149% in Q2 2026, buying an estimated $2.06M and bringing the position to 3,529 shares worth $2.99M. The position accounts for 0.12% of the portfolio, ranked #120.

Sax Wealth Advisors first reported a position in GS in Q2 2024 and has held it in 9 quarters since. 1,122 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Sax Wealth Advisors held 3,529 shares of Goldman Sachs worth $2.99M as of Q2 2026.
  • Sax Wealth Advisors bought 2,110 Goldman Sachs shares in Q2 2026, an estimated $2.06M.
  • Goldman Sachs made up 0.12% of Sax Wealth Advisors's portfolio in Q2 2026, its #120 holding.
  • Sax Wealth Advisors first reported a position in Goldman Sachs in Q2 2024 and has held it in 9 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.