United Asset Strategies’s Goldman Sachs GS Stock Holding History

United Asset Strategies’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	$272K	Buy	+269	New	+$262K	0.02%	241
2020 Q2	–	Sell	-7,284	Closed	-$1.13M	–	196
2020 Q1	$1.13M	Sell	7,284 -4,034	-36%	-$856K	0.28%	78
2019 Q4	$2.6M	Sell	11,318 -82	-0.7%	-$17.8K	0.51%	60
2019 Q3	$2.36M	Buy	11,400 +383	+3%	+$80.1K	0.52%	59
2019 Q2	$2.25M	Buy	11,017 +481	+5%	+$95.2K	0.52%	61
2019 Q1	$2.02M	Buy	10,536 +475	+5%	+$91.6K	0.48%	63
2018 Q4	$1.68M	Sell	10,061 -3,813	-27%	-$769K	0.46%	63
2018 Q3	$3.11M	Buy	13,874 +1,989	+17%	+$463K	0.73%	48
2018 Q2	$2.62M	Buy	11,885 +1,633	+16%	+$389K	0.69%	49
2018 Q1	$2.58M	Buy	10,252 +205	+2%	+$53.4K	0.76%	42
2017 Q4	$2.56M	Buy	+10,047	New	+$2.46M	0.69%	47
2017 Q3	–	Sell	-10,297	Closed	-$2.29M	–	137
2017 Q2	$2.29M	Buy	10,297 +839	+9%	+$186K	0.68%	49
2017 Q1	$2.17M	Buy	+9,458	New	+$2.28M	0.66%	47

Other funds holding GS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return