W Advisors LLC’s Goldman Sachs GS Stock Holding History

W Advisors LLC’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 Q1	$527K	Sell	623 -1	-0.2%	-$892	0.27%	76
2025 Q4	$548K	Hold	624	–	–	0.28%	76
2025 Q3	$497K	Hold	624	–	–	0.26%	78
2025 Q2	$441K	Hold	624	–	–	0.25%	76
2025 Q1	$341K	Sell	624 -13	-2%	-$7.82K	0.21%	89
2024 Q4	$364K	Hold	637	–	–	0.23%	86
2024 Q3	$315K	Hold	637	–	–	0.19%	91
2024 Q2	$288K	Hold	637	–	–	0.19%	94
2024 Q1	$266K	Buy	637 +1	+0.2%	+$388	0.18%	94
2023 Q4	$245K	Buy	636 +1	+0.2%	+$334	0.18%	93
2023 Q3	$205K	Hold	635	–	–	0.17%	97
2023 Q2	$205K	Buy	635 +1	+0.2%	+$329	0.16%	100
2023 Q1	$208K	Hold	634	–	–	0.17%	98
2022 Q4	$218K	Buy	+634	New	+$221K	0.18%	101
2022 Q2	–	Sell	-634	Closed	-$210K	–	110
2022 Q1	$210K	Buy	634 +56	+10%	+$19.8K	0.16%	104
2021 Q4	$221K	Buy	+578	New	+$229K	0.16%	92

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

W Advisors LLC's GS Position: Q1 2026 in Review

W Advisors LLC reduced its Goldman Sachs (GS) stake by 0.16% in Q1 2026, selling an estimated $892 and leaving 623 shares worth $527K. The position accounts for 0.27% of the portfolio, ranked #76.

W Advisors LLC first reported a position in GS in Q4 2021 and has held it in 16 quarters since. The position peaked at $548K in Q4 2025. 2,985 funds tracked by Wall St. Rank hold GS as of Q1 2026.

W Advisors LLC held 623 shares of Goldman Sachs worth $527K as of Q1 2026.
W Advisors LLC sold 1 Goldman Sachs share in Q1 2026, an estimated $892.
Goldman Sachs made up 0.27% of W Advisors LLC's portfolio in Q1 2026, its #76 holding.
W Advisors LLC first reported a position in Goldman Sachs in Q4 2021 and has held it in 16 quarters since.
W Advisors LLC's Goldman Sachs position peaked at $548K in Q4 2025.
2,985 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.