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Valmark Advisers’s Goldman Sachs GS Stock Holding History

Valmark Advisers’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 		$623K Buy
616
+5
+0.8% +$4.88K 0.01% 462
2026
Q1 		$517K Buy
611
+240
+65% +$214K 0.01% 463
2025
Q4 		$326K Buy
371
+9
+2% +$7.34K ﹤0.01% 534
2025
Q3 		$288K Buy
362
+35
+11% +$25.9K ﹤0.01% 567
2025
Q2 		$231K Buy
+327
New +$189K ﹤0.01% 604
2018
Q4 		– Sell
-890
Closed -$200K – 205
2018
Q3 		$200K Buy
+890
New +$207K ﹤0.01% 200
2018
Q2 		– Sell
-890
Closed -$224K – 190
2018
Q1 		$224K Sell
890
-12
-1% -$3.12K ﹤0.01% 180
2017
Q4 		$230K Buy
902
+2
+0.2% +$491 ﹤0.01% 173
2017
Q3 		$213K Hold
900
– – 0.01% 74
2017
Q2 		$200K Buy
+900
New +$200K ﹤0.01% 74

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valmark Advisers's GS Position: Q2 2026 in Review

Valmark Advisers increased its Goldman Sachs (GS) stake by 0.82% in Q2 2026, buying an estimated $4.88K and bringing the position to 616 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #462.

Valmark Advisers first reported a position in GS in Q2 2017 and has held it in 10 quarters since. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Valmark Advisers held 616 shares of Goldman Sachs worth $623K as of Q2 2026.
  • Valmark Advisers bought 5 Goldman Sachs shares in Q2 2026, an estimated $4.88K.
  • Goldman Sachs made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #462 holding.
  • Valmark Advisers first reported a position in Goldman Sachs in Q2 2017 and has held it in 10 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.