SIA
GS icon

SGL Investment Advisors’s Goldman Sachs GS Stock Holding History

SGL Investment 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 		$635K Sell
614
-330
-35% -$322K 0.22% 84
2026
Q1 		$892K Sell
944
-53
-5% -$47.3K 0.33% 64
2025
Q4 		$888K Sell
997
-83
-8% -$67.7K 0.36% 61
2025
Q3 		$848K Hold
1,080
– – 0.35% 56
2025
Q2 		$753K Buy
1,080
+547
+103% +$317K 0.36% 57
2025
Q1 		$302K Buy
533
+134
+34% +$80.6K 0.16% 92
2024
Q4 		$259K Buy
+399
New +$223K 0.13% 96

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

SGL Investment Advisors's GS Position: Q2 2026 in Review

SGL Investment Advisors reduced its Goldman Sachs (GS) stake by 35% in Q2 2026, selling an estimated $322K and leaving 614 shares worth $635K. The position accounts for 0.22% of the portfolio, ranked #84.

SGL Investment Advisors first reported a position in GS in Q4 2024 and has held it in 7 quarters since. The position peaked at $892K in Q1 2026. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • SGL Investment Advisors held 614 shares of Goldman Sachs worth $635K as of Q2 2026.
  • SGL Investment Advisors sold 330 Goldman Sachs shares in Q2 2026, an estimated $322K.
  • Goldman Sachs made up 0.22% of SGL Investment Advisors's portfolio in Q2 2026, its #84 holding.
  • SGL Investment Advisors first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
  • SGL Investment Advisors's Goldman Sachs position peaked at $892K in Q1 2026.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.