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Talisman Wealth Advisors’s Goldman Sachs GS Stock Holding History

Talisman 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 		$438K Buy
433
+49
+13% +$47.8K 0.33% 63
2026
Q1 		$325K Sell
384
-41
-10% -$36.6K 0.26% 71
2025
Q4 		$374K Sell
425
-36
-8% -$29.4K 0.29% 69
2025
Q3 		$367K Buy
461
+1
+0.2% +$741 0.3% 71
2025
Q2 		$326K Buy
460
+16
+4% +$9.27K 0.3% 76
2025
Q1 		$243K Sell
444
-6
-1% -$3.61K 0.25% 87
2024
Q4 		$258K Buy
450
+1
+0.2% +$558 0.27% 86
2024
Q3 		$224K Buy
+449
New +$220K 0.24% 100

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

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

Talisman Wealth Advisors increased its Goldman Sachs (GS) stake by 13% in Q2 2026, buying an estimated $47.8K and bringing the position to 433 shares worth $438K. The position accounts for 0.33% of the portfolio, ranked #63.

Talisman Wealth Advisors first reported a position in GS in Q3 2024 and has held it in 8 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Talisman Wealth Advisors held 433 shares of Goldman Sachs worth $438K as of Q2 2026.
  • Talisman Wealth Advisors bought 49 Goldman Sachs shares in Q2 2026, an estimated $47.8K.
  • Goldman Sachs made up 0.33% of Talisman Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • Talisman Wealth Advisors first reported a position in Goldman Sachs in Q3 2024 and has held it in 8 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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