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Spartan Wealth Advisory Services LLC’s Goldman Sachs GS Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$5.14M Buy
5,081
+41
+0.8% +$40K 0.42% 60
2026
Q1 		$4.26M Buy
+5,040
New +$4.5M 0.37% 64

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's GS Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Goldman Sachs (GS) stake by 0.81% in Q2 2026, buying an estimated $40K and bringing the position to 5,081 shares worth $5.14M. The position accounts for 0.42% of the portfolio, ranked #60.

Spartan Wealth Advisory Services LLC first reported a position in GS in Q1 2026 and has held it in 2 quarters since. 3,030 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 5,081 shares of Goldman Sachs worth $5.14M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 41 Goldman Sachs shares in Q2 2026, an estimated $40K.
  • Goldman Sachs made up 0.42% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #60 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Goldman Sachs in Q1 2026 and has held it in 2 quarters since.
  • 3,030 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.