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Strategies Wealth Advisors’s Goldman Sachs GS Stock Holding History

Strategies 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
Q1 		$2.54M Buy
2,997
+662
+28% +$591K 0.25% 37
2025
Q4 		$2.05M Buy
2,335
+1,515
+185% +$1.24M 0.21% 39
2025
Q3 		$653K Sell
820
-88
-10% -$65.2K 0.07% 84
2025
Q2 		$643K Sell
908
-1,988
-69% -$1.15M 0.07% 82
2025
Q1 		$1.58M Buy
2,896
+1,006
+53% +$605K 0.19% 41
2024
Q4 		$1.23M Buy
+1,890
New +$1.05M 0.15% 46

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Strategies Wealth Advisors's GS Position: Q1 2026 in Review

Strategies Wealth Advisors increased its Goldman Sachs (GS) stake by 28% in Q1 2026, buying an estimated $591K and bringing the position to 2,997 shares worth $2.54M. The position accounts for 0.25% of the portfolio, ranked #37.

Strategies Wealth Advisors first reported a position in GS in Q4 2024 and has held it in 6 quarters since. 2,984 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Strategies Wealth Advisors held 2,997 shares of Goldman Sachs worth $2.54M as of Q1 2026.
  • Strategies Wealth Advisors bought 662 Goldman Sachs shares in Q1 2026, an estimated $591K.
  • Goldman Sachs made up 0.25% of Strategies Wealth Advisors's portfolio in Q1 2026, its #37 holding.
  • Strategies Wealth Advisors first reported a position in Goldman Sachs in Q4 2024 and has held it in 6 quarters since.
  • 2,984 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.