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SOA Wealth Advisors’s Goldman Sachs GS Stock Holding History

SOA 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 		$1.67M Buy
9,849
+8,224
+506% +$8.02M 0.28% 65
2026
Q1 		$1.37M Sell
1,625
-21
-1% -$18.7K 0.26% 67
2025
Q4 		$1.45M Sell
1,646
-18
-1% -$14.7K 0.24% 66
2025
Q3 		$1.32M Buy
1,664
+143
+9% +$106K 0.23% 73
2025
Q2 		$1.08M Sell
1,521
-32
-2% -$18.5K 0.2% 75
2025
Q1 		$848K Buy
1,553
+5
+0.3% +$3.01K 0.18% 79
2024
Q4 		$887K Buy
1,548
+3
+0.2% +$1.67K 0.16% 81
2024
Q3 		$765K Buy
1,545
+3
+0.2% +$1.47K 0.15% 83
2024
Q2 		$697K Sell
1,542
-9
-0.6% -$3.95K 0.14% 89
2024
Q1 		$648K Sell
1,551
-1
-0.1% -$388 0.13% 85
2023
Q4 		$599K Buy
1,552
+12
+0.8% +$4K 0.13% 86
2023
Q3 		$498K Buy
1,540
+123
+9% +$41.1K 0.12% 95
2023
Q2 		$457K Buy
1,417
+11
+0.8% +$3.62K 0.11% 104
2023
Q1 		$460K Buy
1,406
+17
+1% +$5.92K 0.11% 98
2022
Q4 		$477K Sell
1,389
-3
-0.2% -$1.04K 0.13% 91
2022
Q3 		$407K Buy
1,392
+5
+0.4% +$1.62K 0.12% 94
2022
Q2 		$412K Buy
1,387
+166
+14% +$51.7K 0.12% 96
2022
Q1 		$403K Buy
1,221
+3
+0.2% +$1.06K 0.1% 112
2021
Q4 		$469K Buy
1,218
+654
+116% +$259K 0.11% 102
2021
Q3 		$213K Buy
564
+30
+6% +$11.7K 0.05% 149
2021
Q2 		$202K Buy
534
+45
+9% +$16.1K 0.05% 152
2021
Q1 		$160K Sell
489
-7
-1% -$2.18K 0.04% 155
2020
Q4 		$151K Buy
+496
New +$110K 0.04% 152

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

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

SOA Wealth Advisors increased its Goldman Sachs (GS) stake by 506% in Q2 2026, buying an estimated $8.02M and bringing the position to 9,849 shares worth $1.67M. The position accounts for 0.28% of the portfolio, ranked #65.

SOA Wealth Advisors first reported a position in GS in Q4 2020 and has held it in 23 quarters since. 1,122 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • SOA Wealth Advisors held 9,849 shares of Goldman Sachs worth $1.67M as of Q2 2026.
  • SOA Wealth Advisors bought 8,224 Goldman Sachs shares in Q2 2026, an estimated $8.02M.
  • Goldman Sachs made up 0.28% of SOA Wealth Advisors's portfolio in Q2 2026, its #65 holding.
  • SOA Wealth Advisors first reported a position in Goldman Sachs in Q4 2020 and has held it in 23 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.