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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

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.