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Soltis Investment Advisors’s Goldman Sachs GS Stock Holding History

Soltis 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 		$2.34M Buy
2,315
+264
+13% +$257K 0.13% 148
2026
Q1 		$1.73M Buy
2,051
+118
+6% +$105K 0.11% 161
2025
Q4 		$1.7M Buy
1,933
+189
+11% +$154K 0.11% 156
2025
Q3 		$1.39M Buy
1,744
+39
+2% +$28.9K 0.1% 175
2025
Q2 		$1.21M Sell
1,705
-6
-0.4% -$3.48K 0.09% 161
2025
Q1 		$935K Buy
1,711
+22
+1% +$13.2K 0.08% 172
2024
Q4 		$967K Buy
1,689
+153
+10% +$85.3K 0.09% 167
2024
Q3 		$761K Sell
1,536
-12
-0.8% -$5.87K 0.07% 175
2024
Q2 		$700K Buy
1,548
+559
+57% +$245K 0.07% 174
2024
Q1 		$413K Sell
989
-39
-4% -$15.1K 0.05% 219
2023
Q4 		$396K Buy
1,028
+44
+4% +$14.7K 0.04% 207
2023
Q3 		$318K Buy
984
+82
+9% +$27.4K 0.04% 219
2023
Q2 		$291K Sell
902
-8
-0.9% -$2.63K 0.03% 222
2023
Q1 		$298K Buy
910
+12
+1% +$4.18K 0.04% 211
2022
Q4 		$308K Buy
898
+17
+2% +$5.92K 0.04% 200
2022
Q3 		$258K Buy
881
+11
+1% +$3.56K 0.04% 200
2022
Q2 		$258K Sell
870
-1
-0.1% -$311 0.04% 204
2022
Q1 		$288K Sell
871
-3,541
-80% -$1.25M 0.04% 207
2021
Q4 		$1.69M Buy
4,412
+874
+25% +$346K 0.24% 96
2021
Q3 		$1.34M Buy
3,538
+2
+0.1% +$781 0.21% 99
2021
Q2 		$1.34M Buy
3,536
+753
+27% +$269K 0.21% 94
2021
Q1 		$910K Buy
2,783
+1,724
+163% +$537K 0.17% 107
2020
Q4 		$279K Buy
1,059
+17
+2% +$3.78K 0.05% 184
2020
Q3 		$209K Buy
+1,042
New +$212K 0.05% 189

Other funds holding GS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

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

Soltis Investment Advisors increased its Goldman Sachs (GS) stake by 13% in Q2 2026, buying an estimated $257K and bringing the position to 2,315 shares worth $2.34M. The position accounts for 0.13% of the portfolio, ranked #148.

Soltis Investment Advisors first reported a position in GS in Q3 2020 and has held it in 24 quarters since. 1,511 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Soltis Investment Advisors held 2,315 shares of Goldman Sachs worth $2.34M as of Q2 2026.
  • Soltis Investment Advisors bought 264 Goldman Sachs shares in Q2 2026, an estimated $257K.
  • Goldman Sachs made up 0.13% of Soltis Investment Advisors's portfolio in Q2 2026, its #148 holding.
  • Soltis Investment Advisors first reported a position in Goldman Sachs in Q3 2020 and has held it in 24 quarters since.
  • 1,511 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.