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Valeo Financial Advisors’s Goldman Sachs GS Stock Holding History

Valeo Financial 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 		$8.08M Buy
7,986
+206
+3% +$201K 0.17% 63
2026
Q1 		$6.58M Sell
7,780
-731
-9% -$652K 0.16% 68
2025
Q4 		$7.48M Sell
8,511
-106
-1% -$86.5K 0.17% 65
2025
Q3 		$6.86M Sell
8,617
-845
-9% -$626K 0.16% 69
2025
Q2 		$6.7M Sell
9,462
-18,337
-66% -$10.6M 0.16% 70
2025
Q1 		$4.88M Buy
27,799
+279
+1% +$168K 0.14% 76
2024
Q4 		$4.95M Sell
27,520
-716
-3% -$399K 0.14% 74
2024
Q3 		$4.64M Buy
28,236
+27
+0.1% +$13.2K 0.13% 77
2024
Q2 		$4.23M Buy
28,209
+92
+0.3% +$40.4K 0.13% 78
2024
Q1 		$3.92M Buy
28,117
+553
+2% +$215K 0.14% 78
2023
Q4 		$3.36M Buy
27,564
+402
+1% +$134K 0.14% 92
2023
Q3 		$2.69M Buy
27,162
+108
+0.4% +$36.1K 0.12% 100
2023
Q2 		$2.65M Sell
27,054
-1,437
-5% -$472K 0.12% 98
2023
Q1 		$3.16M Buy
28,491
+1,432
+5% +$498K 0.15% 89
2022
Q4 		$2.82M Buy
27,059
+1,476
+6% +$514K 0.15% 84
2022
Q3 		$1.98M Buy
25,583
+1,483
+6% +$480K 0.13% 105
2022
Q2 		$1.56M Buy
24,100
+264
+1% +$82.2K 0.1% 122
2022
Q1 		$1.65M Buy
23,836
+1,561
+7% +$551K 0.08% 139
2021
Q4 		$1.31M Sell
22,275
-113
-0.5% -$44.7K 0.07% 154
2021
Q3 		$1.34M Sell
22,388
-303
-1% -$118K 0.08% 149
2021
Q2 		$1.46M Buy
22,691
+251
+1% +$89.8K 0.09% 134
2021
Q1 		$1.18M Buy
22,440
+1,026
+5% +$319K 0.05% 164
2020
Q4 		$681K Buy
21,414
+19,085
+819% +$4.25M 0.04% 202
2020
Q3 		$468K Buy
2,329
+381
+20% +$77.5K 0.04% 198
2020
Q2 		$385K Buy
1,948
+8
+0.4% +$1.5K 0.04% 217
2020
Q1 		$353K Sell
1,940
-1,078
-36% -$229K 0.04% 212
2019
Q4 		$694K Buy
3,018
+779
+35% +$169K 0.07% 162
2019
Q3 		$464K Sell
2,239
-16
-0.7% -$3.35K 0.05% 177
2019
Q2 		$461K Buy
2,255
+637
+39% +$126K 0.05% 184
2019
Q1 		$311K Sell
1,618
-531
-25% -$102K 0.04% 218
2018
Q4 		$359K Sell
2,149
-1,854
-46% -$374K 0.05% 192
2018
Q3 		$901K Sell
4,003
-351
-8% -$81.6K 0.12% 128
2018
Q2 		$988K Buy
4,354
+780
+22% +$186K 0.14% 113
2018
Q1 		$900K Buy
3,574
+3,174
+794% +$826K 0.14% 106
2017
Q4 		$102K Buy
400
+30
+8% +$7.36K 0.02% 337
2017
Q3 		$88K Buy
+370
New +$83.5K 0.02% 310

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Valeo Financial Advisors's GS Position: Q2 2026 in Review

Valeo Financial Advisors increased its Goldman Sachs (GS) stake by 2.6% in Q2 2026, buying an estimated $201K and bringing the position to 7,986 shares worth $8.08M. The position accounts for 0.17% of the portfolio, ranked #63.

Valeo Financial Advisors first reported a position in GS in Q3 2017 and has held it in 36 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Valeo Financial Advisors held 7,986 shares of Goldman Sachs worth $8.08M as of Q2 2026.
  • Valeo Financial Advisors bought 206 Goldman Sachs shares in Q2 2026, an estimated $201K.
  • Goldman Sachs made up 0.17% of Valeo Financial Advisors's portfolio in Q2 2026, its #63 holding.
  • Valeo Financial Advisors first reported a position in Goldman Sachs in Q3 2017 and has held it in 36 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.