Secured Retirement Advisors’s Goldman Sachs GS Stock Holding History

Secured Retirement 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	$1.81M	Buy	1,790 +150	+9%	+$146K	0.93%	31
2026 Q1	$1.39M	Buy	+1,640	New	+$1.46M	0.79%	36

Other funds holding GS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Secured Retirement Advisors's GS Position: Q2 2026 in Review

Secured Retirement Advisors increased its Goldman Sachs (GS) stake by 9.1% in Q2 2026, buying an estimated $146K and bringing the position to 1,790 shares worth $1.81M. The position accounts for 0.93% of the portfolio, ranked #31.

Secured Retirement Advisors first reported a position in GS in Q1 2026 and has held it in 2 quarters since. 716 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Secured Retirement Advisors held 1,790 shares of Goldman Sachs worth $1.81M as of Q2 2026.
Secured Retirement Advisors bought 150 Goldman Sachs shares in Q2 2026, an estimated $146K.
Goldman Sachs made up 0.93% of Secured Retirement Advisors's portfolio in Q2 2026, its #31 holding.
Secured Retirement Advisors first reported a position in Goldman Sachs in Q1 2026 and has held it in 2 quarters since.
716 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.