Seven Mile Advisory’s Goldman Sachs GS Stock Holding History

Seven Mile Advisory’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	$638K	Sell	631 -35	-5%	-$34.1K	0.43%	40
2026 Q1	$563K	Buy	666 +104	+19%	+$92.8K	0.41%	46
2025 Q4	$494K	Sell	562 -447	-44%	-$365K	0.08%	119
2025 Q3	$803K	Buy	1,009 +273	+37%	+$202K	0.13%	84
2025 Q2	$521K	Sell	736 -4	-0.5%	-$2.32K	0.31%	61
2025 Q1	$404K	Sell	740 -4	-0.5%	-$2.41K	0.27%	77
2024 Q4	$426K	Buy	744 +41	+6%	+$22.9K	0.27%	69
2024 Q3	$348K	Buy	703 +37	+6%	+$18.1K	0.23%	90
2024 Q2	$301K	Buy	666 +26	+4%	+$11.4K	0.22%	90
2024 Q1	$267K	Buy	640 +23	+4%	+$8.93K	0.2%	109
2023 Q4	$238K	Sell	617 -5	-0.8%	-$1.67K	0.21%	114
2023 Q3	$201K	Buy	622 +1	+0.2%	+$334	0.21%	116
2023 Q2	$200K	Buy	+621	New	+$204K	0.23%	103

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

Seven Mile Advisory's GS Position: Q2 2026 in Review

Seven Mile Advisory reduced its Goldman Sachs (GS) stake by 5.3% in Q2 2026, selling an estimated $34.1K and leaving 631 shares worth $638K. The position accounts for 0.43% of the portfolio, ranked #40.

Seven Mile Advisory first reported a position in GS in Q2 2023 and has held it in 13 quarters since. The position peaked at $803K in Q3 2025. 3,175 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Seven Mile Advisory held 631 shares of Goldman Sachs worth $638K as of Q2 2026.
Seven Mile Advisory sold 35 Goldman Sachs shares in Q2 2026, an estimated $34.1K.
Goldman Sachs made up 0.43% of Seven Mile Advisory's portfolio in Q2 2026, its #40 holding.
Seven Mile Advisory first reported a position in Goldman Sachs in Q2 2023 and has held it in 13 quarters since.
Seven Mile Advisory's Goldman Sachs position peaked at $803K in Q3 2025.
3,175 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Seven Mile Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.