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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
2024
Q1 		– Sell
-300
Closed -$116 – 684
2023
Q4 		$116 Buy
300
+100
+50% +$33.4K ﹤0.01% 647
2023
Q3 		$65 Buy
200
+100
+100% +$33.4K ﹤0.01% 634
2023
Q2 		$32 Hold
100
– – ﹤0.01% 605
2023
Q1 		$33 Hold
100
– – ﹤0.01% 625
2022
Q4 		$34 Sell
100
-100
-50% -$34.8K ﹤0.01% 551
2022
Q3 		$59K Hold
200
– – ﹤0.01% 476
2022
Q2 		$59K Sell
200
-1,200
-86% -$374K ﹤0.01% 469
2022
Q1 		$305K Buy
1,400
+800
+133% +$283K 0.02% 444
2021
Q4 		$100K Buy
600
+300
+100% +$119K 0.01% 550
2021
Q3 		$82K Hold
300
– – ﹤0.01% 540
2021
Q2 		$51K Buy
300
+200
+200% +$71.6K ﹤0.01% 488
2021
Q1 		$33K Buy
+100
New +$31.1K ﹤0.01% 1007

Other funds holding GS

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return

Valeo Financial Advisors's GS Position: Q3 2026 in Review

Valeo Financial Advisors increased its Goldman Sachs (GS) stake by 0.88% in Q3 2026, buying an estimated $71.6K and bringing the position to 8,056 shares worth $7.25M. The position accounts for 0.15% of the portfolio, ranked #72.

Valeo Financial Advisors first reported a position in GS in Q3 2017 and has held it in 37 quarters since. The position peaked at $8.08M in Q2 2026. 153 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Valeo Financial Advisors held 8,056 shares of Goldman Sachs worth $7.25M as of Q3 2026.
  • Valeo Financial Advisors bought 70 Goldman Sachs shares in Q3 2026, an estimated $71.6K.
  • Goldman Sachs made up 0.15% of Valeo Financial Advisors's portfolio in Q3 2026, its #72 holding.
  • Valeo Financial Advisors first reported a position in Goldman Sachs in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's Goldman Sachs position peaked at $8.08M in Q2 2026.
  • 153 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.