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Valued Wealth Advisors’s Goldman Sachs GS Stock Holding History

Valued Wealth 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 		$59.7K Buy
59
+14
+31% +$13.6K 0.02% 98
2026
Q1 		$38.1K Sell
45
-24
-35% -$21.4K 0.02% 119
2025
Q4 		$60.6K Buy
69
+6
+10% +$4.9K 0.03% 84
2025
Q3 		$50K Buy
63
+3
+5% +$2.22K 0.02% 86
2025
Q2 		$42.2K Sell
60
-8
-12% -$4.64K 0.02% 96
2025
Q1 		$36.9K Sell
68
-18
-21% -$10.8K 0.02% 110
2024
Q4 		$49.4K Buy
86
+35
+69% +$19.5K 0.03% 89
2024
Q3 		$25.4K Buy
51
+3
+6% +$1.47K 0.02% 127
2024
Q2 		$21.9K Buy
48
+9
+23% +$3.95K 0.02% 121
2024
Q1 		$16.4K Buy
39
+10
+34% +$3.88K 0.01% 141
2023
Q4 		$9.47K Buy
+29
New +$9.68K 0.01% 125

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

Valued Wealth Advisors's GS Position: Q2 2026 in Review

Valued Wealth Advisors increased its Goldman Sachs (GS) stake by 31% in Q2 2026, buying an estimated $13.6K and bringing the position to 59 shares worth $59.7K. The position accounts for 0.02% of the portfolio, ranked #98.

Valued Wealth Advisors first reported a position in GS in Q4 2023 and has held it in 11 quarters since. The position peaked at $60.6K in Q4 2025. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Valued Wealth Advisors held 59 shares of Goldman Sachs worth $59.7K as of Q2 2026.
  • Valued Wealth Advisors bought 14 Goldman Sachs shares in Q2 2026, an estimated $13.6K.
  • Goldman Sachs made up 0.02% of Valued Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • Valued Wealth Advisors first reported a position in Goldman Sachs in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Goldman Sachs position peaked at $60.6K in Q4 2025.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.