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Toth Financial Advisory’s Goldman Sachs GS Stock Holding History

Toth Financial Advisory’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 		$89K Buy
88
+2
+2% +$1.95K 0.01% 310
2026
Q1 		$72.8K Buy
86
+13
+18% +$11.6K 0.01% 313
2025
Q4 		$64.2K Buy
73
+1
+1% +$816 0.01% 319
2025
Q3 		$57.3K Hold
72
– – 0.01% 333
2025
Q2 		$51K Buy
+72
New +$41.7K 0.01% 308
2024
Q4 		– Sell
-33
Closed -$16.3K – 721
2024
Q3 		$16.3K Hold
33
– – ﹤0.01% 410
2024
Q2 		$14.9K Sell
33
-47
-59% -$20.6K ﹤0.01% 427
2024
Q1 		$33.4K Hold
80
– – ﹤0.01% 334
2023
Q4 		$30.9K Hold
80
– – ﹤0.01% 338
2023
Q3 		$25.9K Hold
80
– – ﹤0.01% 336
2023
Q2 		$25.8K Buy
80
+34
+74% +$11.2K ﹤0.01% 353
2023
Q1 		$15K Buy
+46
New +$16K ﹤0.01% 413
2022
Q4 		– Sell
-12
Closed -$4K – 755
2022
Q3 		$4K Buy
+12
New +$3.89K ﹤0.01% 572
2022
Q2 		– Sell
-12
Closed -$4K – 726
2022
Q1 		$4K Hold
12
– – ﹤0.01% 564
2021
Q4 		$5K Hold
12
– – ﹤0.01% 563
2021
Q3 		$5K Hold
12
– – ﹤0.01% 554
2021
Q2 		$5K Sell
12
-1,597
-99% -$571K ﹤0.01% 507
2021
Q1 		$526K Buy
1,609
+1,600
+17,778% +$498K 0.08% 158
2020
Q4 		$2K Hold
9
– – ﹤0.01% 535
2020
Q3 		$2K Sell
9
-5
-36% -$1.02K ﹤0.01% 482
2020
Q2 		$3K Buy
14
+5
+56% +$939 ﹤0.01% 443
2020
Q1 		$1K Sell
9
-140
-94% -$29.7K ﹤0.01% 418
2019
Q4 		$34K Buy
149
+9
+6% +$1.95K 0.01% 229
2019
Q3 		$29K Hold
140
– – 0.01% 248
2019
Q2 		$29K Hold
140
– – 0.01% 248
2019
Q1 		$27K Buy
140
+70
+100% +$13.5K 0.01% 242
2018
Q4 		$12K Buy
+70
New +$14.1K ﹤0.01% 272

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Toth Financial Advisory's GS Position: Q2 2026 in Review

Toth Financial Advisory increased its Goldman Sachs (GS) stake by 2.3% in Q2 2026, buying an estimated $1.95K and bringing the position to 88 shares worth $89K. The position accounts for 0.01% of the portfolio, ranked #310.

Toth Financial Advisory first reported a position in GS in Q4 2018 and has held it in 27 quarters since. The position peaked at $526K in Q1 2021. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Toth Financial Advisory held 88 shares of Goldman Sachs worth $89K as of Q2 2026.
  • Toth Financial Advisory bought 2 Goldman Sachs shares in Q2 2026, an estimated $1.95K.
  • Goldman Sachs made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #310 holding.
  • Toth Financial Advisory first reported a position in Goldman Sachs in Q4 2018 and has held it in 27 quarters since.
  • Toth Financial Advisory's Goldman Sachs position peaked at $526K in Q1 2021.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.