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United Advisor Group’s Goldman Sachs GS Stock Holding History

United Advisor Group’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 		$1.33M Sell
1,479
-69
-4% -$70.6K 0.13% 180
2026
Q2 		$1.57M Buy
1,548
+8
+0.5% +$7.8K 0.17% 154
2026
Q1 		$1.3M Sell
1,540
-34
-2% -$30.3K 0.16% 155
2025
Q4 		$1.38M Buy
1,574
+44
+3% +$35.9K 0.17% 141
2025
Q3 		$1.22M Buy
1,530
+264
+21% +$196K 0.16% 143
2025
Q2 		$896K Buy
1,266
+12
+1% +$6.95K 0.15% 148
2025
Q1 		$685K Sell
1,254
-177
-12% -$107K 0.14% 149
2024
Q4 		$819K Buy
1,431
+29
+2% +$16.2K 0.16% 145
2024
Q3 		$694K Buy
1,402
+174
+14% +$85.1K 0.16% 139
2024
Q2 		$555K Buy
1,228
+730
+147% +$320K 0.17% 123
2024
Q1 		$208K Sell
498
-6,748
-93% -$2.62M 0.08% 204
2023
Q4 		$203K Buy
+7,246
New +$2.42M 0.24% 54

Other funds holding GS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

United Advisor Group's GS Position: Q3 2026 in Review

United Advisor Group reduced its Goldman Sachs (GS) stake by 4.5% in Q3 2026, selling an estimated $70.6K and leaving 1,479 shares worth $1.33M. The position accounts for 0.13% of the portfolio, ranked #180.

United Advisor Group first reported a position in GS in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.57M in Q2 2026. 1,848 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • United Advisor Group held 1,479 shares of Goldman Sachs worth $1.33M as of Q3 2026.
  • United Advisor Group sold 69 Goldman Sachs shares in Q3 2026, an estimated $70.6K.
  • Goldman Sachs made up 0.13% of United Advisor Group's portfolio in Q3 2026, its #180 holding.
  • United Advisor Group first reported a position in Goldman Sachs in Q4 2023 and has held it in 12 quarters since.
  • United Advisor Group's Goldman Sachs position peaked at $1.57M in Q2 2026.
  • 1,848 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.