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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
Q2 		$638K Buy
631
+8
+1% +$7.8K 0.29% 76
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
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

W Advisors LLC's GS Position: Q2 2026 in Review

W Advisors LLC increased its Goldman Sachs (GS) stake by 1.3% in Q2 2026, buying an estimated $7.8K and bringing the position to 631 shares worth $638K. The position accounts for 0.29% of the portfolio, ranked #76.

W Advisors LLC first reported a position in GS in Q4 2021 and has held it in 17 quarters since. 3,175 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • W Advisors LLC held 631 shares of Goldman Sachs worth $638K as of Q2 2026.
  • W Advisors LLC bought 8 Goldman Sachs shares in Q2 2026, an estimated $7.8K.
  • Goldman Sachs made up 0.29% of W Advisors LLC's portfolio in Q2 2026, its #76 holding.
  • W Advisors LLC first reported a position in Goldman Sachs in Q4 2021 and has held it in 17 quarters since.
  • 3,175 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.