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Tandem Wealth Advisors’s Goldman Sachs GS Stock Holding History

Tandem 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 		$694K Buy
686
+36
+6% +$35.1K 0.28% 35
2026
Q1 		$550K Sell
650
-5
-0.8% -$4.46K 0.25% 34
2025
Q4 		$576K Buy
655
+104
+19% +$84.9K 0.26% 31
2025
Q3 		$439K Buy
551
+140
+34% +$104K 0.21% 35
2025
Q2 		$291K Buy
+411
New +$238K 0.14% 45

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

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

Tandem Wealth Advisors increased its Goldman Sachs (GS) stake by 5.5% in Q2 2026, buying an estimated $35.1K and bringing the position to 686 shares worth $694K. The position accounts for 0.28% of the portfolio, ranked #35.

Tandem Wealth Advisors first reported a position in GS in Q2 2025 and has held it in 5 quarters since. 3,178 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Tandem Wealth Advisors held 686 shares of Goldman Sachs worth $694K as of Q2 2026.
  • Tandem Wealth Advisors bought 36 Goldman Sachs shares in Q2 2026, an estimated $35.1K.
  • Goldman Sachs made up 0.28% of Tandem Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • Tandem Wealth Advisors first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
  • 3,178 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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