SHFA
GS icon

SS&H Financial Advisors’s Goldman Sachs GS Stock Holding History

SS&H Financial 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 		$405K Buy
+400
New +$390K 0.1% 105
2025
Q4 		$352K Hold
400
– – 0.1% 107
2025
Q3 		$319K Hold
400
– – 0.1% 112
2025
Q2 		$283K Hold
400
– – 0.09% 109
2025
Q1 		$219K Hold
400
– – 0.08% 118
2024
Q4 		$230K Buy
+400
New +$223K 0.08% 117

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

SS&H Financial Advisors's GS Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Goldman Sachs (GS) in Q2 2026: 400 shares worth $405K. The stake represents 0.1% of the portfolio and ranks #105 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in GS as recently as Q4 2025.

SS&H Financial Advisors first reported a position in GS in Q4 2024 and has held it in 6 quarters since. 3,178 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • SS&H Financial Advisors held 400 shares of Goldman Sachs worth $405K as of Q2 2026.
  • Goldman Sachs was a new SS&H Financial Advisors position in Q2 2026.
  • Goldman Sachs made up 0.1% of SS&H Financial Advisors's portfolio in Q2 2026, its #105 holding.
  • SS&H Financial Advisors first reported a position in Goldman Sachs in Q4 2024 and has held it in 6 quarters since.
  • 3,178 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.