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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
Q3 		$79.2K Hold
88
– – 0.01% 328
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

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return

Toth Financial Advisory's GS Position: Q3 2026 in Review

Toth Financial Advisory held its Goldman Sachs (GS) position steady in Q3 2026 at 88 shares worth $79.2K. The position accounts for 0.01% of the portfolio, ranked #328.

Toth Financial Advisory first reported a position in GS in Q4 2018 and has held it in 28 quarters since. The position peaked at $526K in Q1 2021. 153 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Toth Financial Advisory held 88 shares of Goldman Sachs worth $79.2K as of Q3 2026.
  • Toth Financial Advisory left its Goldman Sachs share count unchanged in Q3 2026.
  • Goldman Sachs made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #328 holding.
  • Toth Financial Advisory first reported a position in Goldman Sachs in Q4 2018 and has held it in 28 quarters since.
  • Toth Financial Advisory's Goldman Sachs position peaked at $526K in Q1 2021.
  • 153 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.