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Visionary Wealth Advisors’s Goldman Sachs GS Stock Holding History

Visionary 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 		$1.09M Sell
1,082
-76
-7% -$74.1K 0.04% 298
2026
Q1 		$980K Sell
1,158
-36
-3% -$32.1K 0.04% 292
2025
Q4 		$1.05M Hold
1,194
– – 0.05% 263
2025
Q3 		$951K Buy
1,194
+105
+10% +$77.8K 0.04% 283
2025
Q2 		$771K Sell
1,089
-199
-15% -$115K 0.04% 305
2025
Q1 		$704K Buy
1,288
+246
+24% +$148K 0.04% 299
2024
Q4 		$597K Buy
1,042
+157
+18% +$87.6K 0.04% 326
2024
Q3 		$438K Sell
885
-1
-0.1% -$489 0.03% 360
2024
Q2 		$401K Hold
886
– – 0.03% 362
2024
Q1 		$370K Buy
886
+1
+0.1% +$388 0.03% 377
2023
Q4 		$342K Buy
885
+26
+3% +$8.68K 0.03% 373
2023
Q3 		$278K Sell
859
-29
-3% -$9.69K 0.02% 377
2023
Q2 		$286K Sell
888
-68
-7% -$22.4K 0.02% 373
2023
Q1 		$313K Sell
956
-192
-17% -$66.8K 0.03% 348
2022
Q4 		$394K Sell
1,148
-114
-9% -$39.7K 0.04% 273
2022
Q3 		$370K Buy
1,262
+28
+2% +$9.07K 0.04% 264
2022
Q2 		$366K Sell
1,234
-16
-1% -$4.98K 0.03% 290
2022
Q1 		$413K Buy
1,250
+261
+26% +$92.2K 0.03% 280
2021
Q4 		$378K Buy
989
+83
+9% +$32.9K 0.03% 265
2021
Q3 		$342K Sell
906
-303
-25% -$118K 0.04% 232
2021
Q2 		$459K Buy
1,209
+197
+19% +$70.5K 0.05% 211
2021
Q1 		$331K Sell
1,012
-417
-29% -$130K 0.03% 241
2020
Q4 		$377K Buy
1,429
+142
+11% +$31.6K 0.04% 210
2020
Q3 		$259K Buy
1,287
+89
+7% +$18.1K 0.04% 209
2020
Q2 		$237K Buy
+1,198
New +$225K 0.04% 202

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

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

Visionary Wealth Advisors reduced its Goldman Sachs (GS) stake by 6.6% in Q2 2026, selling an estimated $74.1K and leaving 1,082 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #298.

Visionary Wealth Advisors first reported a position in GS in Q2 2020 and has held it in 25 quarters since. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Visionary Wealth Advisors held 1,082 shares of Goldman Sachs worth $1.09M as of Q2 2026.
  • Visionary Wealth Advisors sold 76 Goldman Sachs shares in Q2 2026, an estimated $74.1K.
  • Goldman Sachs made up 0.04% of Visionary Wealth Advisors's portfolio in Q2 2026, its #298 holding.
  • Visionary Wealth Advisors first reported a position in Goldman Sachs in Q2 2020 and has held it in 25 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.