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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
Q2 		$2.75M Sell
2,714
-283
-9% -$276K 0.25% 44
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 $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

Strategies Wealth Advisors's GS Position: Q2 2026 in Review

Strategies Wealth Advisors reduced its Goldman Sachs (GS) stake by 9.4% in Q2 2026, selling an estimated $276K and leaving 2,714 shares worth $2.75M. The position accounts for 0.25% of the portfolio, ranked #44.

Strategies Wealth Advisors first reported a position in GS in Q4 2024 and has held it in 7 quarters since. 3,178 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Strategies Wealth Advisors held 2,714 shares of Goldman Sachs worth $2.75M as of Q2 2026.
  • Strategies Wealth Advisors sold 283 Goldman Sachs shares in Q2 2026, an estimated $276K.
  • Goldman Sachs made up 0.25% of Strategies Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • Strategies Wealth Advisors first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
  • 3,178 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.