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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
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

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

United Advisor Group's GS Position: Q2 2026 in Review

United Advisor Group increased its Goldman Sachs (GS) stake by 0.52% in Q2 2026, buying an estimated $7.8K and bringing the position to 1,548 shares worth $1.57M. The position accounts for 0.17% of the portfolio, ranked #154.

United Advisor Group first reported a position in GS in Q4 2023 and has held it in 11 quarters since. 3,175 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • United Advisor Group held 1,548 shares of Goldman Sachs worth $1.57M as of Q2 2026.
  • United Advisor Group bought 8 Goldman Sachs shares in Q2 2026, an estimated $7.8K.
  • Goldman Sachs made up 0.17% of United Advisor Group's portfolio in Q2 2026, its #154 holding.
  • United Advisor Group first reported a position in Goldman Sachs in Q4 2023 and has held it in 11 quarters since.
  • 3,175 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.