UP Strategic Wealth Investment Advisors’s Goldman Sachs GS Stock Holding History

UP Strategic Wealth Investment Advisors’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	$224K	Buy	+211	New	+$206K	0.13%	90

Other funds holding GS

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

UP Strategic Wealth Investment Advisors's GS Position: Q2 2026 in Review

UP Strategic Wealth Investment Advisors opened a new position in Goldman Sachs (GS) in Q2 2026: 211 shares worth $224K. The stake represents 0.13% of the portfolio and ranks #90 among its holdings.

3,152 funds tracked by Wall St. Rank hold GS as of Q2 2026.

UP Strategic Wealth Investment Advisors held 211 shares of Goldman Sachs worth $224K as of Q2 2026.
Goldman Sachs was a new UP Strategic Wealth Investment Advisors position in Q2 2026.
Goldman Sachs made up 0.13% of UP Strategic Wealth Investment Advisors's portfolio in Q2 2026, its #90 holding.
3,152 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.