SWA
GS icon

Stratos Wealth Advisors’s Goldman Sachs GS Stock Holding History

Stratos 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 		$1.22M Buy
1,210
+289
+31% +$282K 0.07% 250
2026
Q1 		$779K Sell
921
-69
-7% -$61.6K 0.05% 301
2025
Q4 		$870K Buy
990
+48
+5% +$39.2K 0.04% 328
2025
Q3 		$750K Buy
942
+80
+9% +$59.3K 0.04% 374
2025
Q2 		$610K Sell
862
-53
-6% -$30.7K 0.03% 407
2025
Q1 		$500K Sell
915
-42
-4% -$25.3K 0.03% 430
2024
Q4 		$549K Sell
957
-210
-18% -$117K 0.03% 450
2024
Q3 		$578K Sell
1,167
-104
-8% -$50.9K 0.03% 463
2024
Q2 		$575K Buy
1,271
+491
+63% +$215K 0.03% 436
2024
Q1 		$326K Sell
780
-127
-14% -$49.3K 0.02% 540
2023
Q4 		$350K Buy
907
+12
+1% +$4K 0.02% 529
2023
Q3 		$290K Buy
895
+225
+34% +$75.2K 0.02% 538
2023
Q2 		$216K Buy
+670
New +$220K 0.02% 585
2022
Q2 		– Sell
-663
Closed -$219K – 519
2022
Q1 		$219K Sell
663
-1,282
-66% -$453K 0.02% 494
2021
Q4 		$744K Buy
1,945
+173
+10% +$68.5K 0.05% 326
2021
Q3 		$670K Sell
1,772
-78
-4% -$30.5K 0.06% 306
2021
Q2 		$702K Buy
1,850
+848
+85% +$303K 0.06% 293
2021
Q1 		$328K Buy
1,002
+128
+15% +$39.9K 0.03% 381
2020
Q4 		$231K Buy
+874
New +$195K 0.03% 363
2019
Q3 		– Sell
-1,076
Closed -$220K – 256
2019
Q2 		$220K Sell
1,076
-62
-5% -$12.3K 0.09% 216
2019
Q1 		$219K Sell
1,138
-124
-10% -$23.9K 0.12% 195
2018
Q4 		$211K Buy
+1,262
New +$255K 0.14% 176

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

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

Stratos Wealth Advisors increased its Goldman Sachs (GS) stake by 31% in Q2 2026, buying an estimated $282K and bringing the position to 1,210 shares worth $1.22M. The position accounts for 0.07% of the portfolio, ranked #250.

Stratos Wealth Advisors first reported a position in GS in Q4 2018 and has held it in 22 quarters since. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Stratos Wealth Advisors held 1,210 shares of Goldman Sachs worth $1.22M as of Q2 2026.
  • Stratos Wealth Advisors bought 289 Goldman Sachs shares in Q2 2026, an estimated $282K.
  • Goldman Sachs made up 0.07% of Stratos Wealth Advisors's portfolio in Q2 2026, its #250 holding.
  • Stratos Wealth Advisors first reported a position in Goldman Sachs in Q4 2018 and has held it in 22 quarters since.
  • 3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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