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Sound View Wealth Advisors Group’s Goldman Sachs GS Stock Holding History

Sound View Wealth Advisors Group’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 		$1.59M Sell
1,574
-2
-0.1% -$1.95K 0.1% 152
2026
Q1 		$1.33M Buy
1,576
+2
+0.1% +$1.78K 0.09% 158
2025
Q4 		$1.38M Hold
1,574
– – 0.09% 159
2025
Q3 		$1.25M Buy
1,574
+110
+8% +$81.5K 0.09% 174
2025
Q2 		$1.04M Buy
1,464
+126
+9% +$73K 0.08% 183
2025
Q1 		$731K Sell
1,338
-119
-8% -$71.6K 0.06% 213
2024
Q4 		$834K Buy
1,457
+24
+2% +$13.4K 0.07% 203
2024
Q3 		$709K Buy
1,433
+348
+32% +$170K 0.06% 221
2024
Q2 		$491K Buy
1,085
+36
+3% +$15.8K 0.05% 235
2024
Q1 		$438K Sell
1,049
-70
-6% -$27.2K 0.05% 254
2023
Q4 		$432K Buy
1,119
+181
+19% +$60.4K 0.05% 255
2023
Q3 		$304K Buy
938
+216
+30% +$72.2K 0.04% 284
2023
Q2 		$233K Buy
722
+76
+12% +$25K 0.03% 323
2023
Q1 		$211K Sell
646
-473
-42% -$165K 0.03% 340
2022
Q4 		$432K Buy
+1,119
New +$390K 0.05% 255

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Sound View Wealth Advisors Group's GS Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Goldman Sachs (GS) stake by 0.13% in Q2 2026, selling an estimated $1.95K and leaving 1,574 shares worth $1.59M. The position accounts for 0.1% of the portfolio, ranked #152.

Sound View Wealth Advisors Group first reported a position in GS in Q4 2022 and has held it in 15 quarters since. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Sound View Wealth Advisors Group held 1,574 shares of Goldman Sachs worth $1.59M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 2 Goldman Sachs shares in Q2 2026, an estimated $1.95K.
  • Goldman Sachs made up 0.1% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #152 holding.
  • Sound View Wealth Advisors Group first reported a position in Goldman Sachs in Q4 2022 and has held it in 15 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.