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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

United Asset Strategies's GS Position: Q2 2026 in Review

United Asset Strategies opened a new position in Goldman Sachs (GS) in Q2 2026: 269 shares worth $272K. The stake represents 0.02% of the portfolio and ranks #241 among its holdings. This is a return to the name: United Asset Strategies previously reported a position in GS as recently as Q1 2020.

United Asset Strategies first reported a position in GS in Q1 2017 and has held it in 13 quarters since. The position peaked at $3.11M in Q3 2018. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

United Asset Strategies held 269 shares of Goldman Sachs worth $272K as of Q2 2026.
Goldman Sachs was a new United Asset Strategies position in Q2 2026.
Goldman Sachs made up 0.02% of United Asset Strategies's portfolio in Q2 2026, its #241 holding.
United Asset Strategies first reported a position in Goldman Sachs in Q1 2017 and has held it in 13 quarters since.
United Asset Strategies's Goldman Sachs position peaked at $3.11M in Q3 2018.
3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.