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Wealth Advisors of Tampa Bay’s Goldman Sachs GS Stock Holding History

Wealth Advisors of Tampa Bay’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 		$9.45M Sell
9,340
-715
-7% -$697K 2.89% 8
2026
Q1 		$8.51M Sell
10,055
-160
-2% -$143K 2.81% 10
2025
Q4 		$8.98M Sell
10,215
-240
-2% -$196K 3.1% 8
2025
Q3 		$8.33M Sell
10,455
-974
-9% -$722K 2.77% 7
2025
Q2 		$8.09M Sell
11,429
-339
-3% -$196K 3.05% 6
2025
Q1 		$6.43M Buy
11,768
+270
+2% +$162K 2.61% 7
2024
Q4 		$6.58M Sell
11,498
-7
-0.1% -$3.9K 2.82% 7
2024
Q3 		$5.7M Sell
11,505
-72
-0.6% -$35.2K 2.38% 8
2024
Q2 		$5.24M Buy
11,577
+15
+0.1% +$6.58K 2.44% 9
2024
Q1 		$4.83M Sell
11,562
-238
-2% -$92.4K 2.29% 12
2023
Q4 		$4.55M Sell
11,800
-12,250
-51% -$4.09M 2.29% 14
2023
Q3 		$7.78M Buy
24,050
+11,875
+98% +$3.97M 2.14% 14
2023
Q2 		$3.93M Sell
12,175
-6
-0% -$1.97K 2.15% 17
2023
Q1 		$3.98M Buy
12,181
+365
+3% +$127K 2.28% 12
2022
Q4 		$4.06M Buy
11,816
+1,174
+11% +$409K 2.51% 13
2022
Q3 		$3.12M Sell
10,642
-10,592
-50% -$3.43M 2.14% 18
2022
Q2 		$6.31M Buy
21,234
+294
+1% +$91.5K 1.95% 21
2022
Q1 		$6.92M Buy
20,940
+948
+5% +$335K 1.87% 22
2021
Q4 		$7.65M Buy
19,992
+10,561
+112% +$4.18M 1.88% 15
2021
Q3 		$3.56M Sell
9,431
-985
-9% -$385K 1.97% 15
2021
Q2 		$3.95M Sell
10,416
-262
-2% -$93.8K 2.2% 11
2021
Q1 		$3.49M Sell
10,678
-8
-0.1% -$2.49K 2.07% 13
2020
Q4 		$2.82M Buy
10,686
+50
+0.5% +$11.1K 1.96% 17
2020
Q3 		$2.14M Buy
+10,636
New +$2.16M 1.59% 28

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

Wealth Advisors of Tampa Bay's GS Position: Q2 2026 in Review

Wealth Advisors of Tampa Bay reduced its Goldman Sachs (GS) stake by 7.1% in Q2 2026, selling an estimated $697K and leaving 9,340 shares worth $9.45M. The position accounts for 2.89% of the portfolio, ranked #8.

Wealth Advisors of Tampa Bay first reported a position in GS in Q3 2020 and has held it in 24 quarters since. 3,178 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Wealth Advisors of Tampa Bay held 9,340 shares of Goldman Sachs worth $9.45M as of Q2 2026.
  • Wealth Advisors of Tampa Bay sold 715 Goldman Sachs shares in Q2 2026, an estimated $697K.
  • Goldman Sachs made up 2.89% of Wealth Advisors of Tampa Bay's portfolio in Q2 2026, its #8 holding.
  • Wealth Advisors of Tampa Bay first reported a position in Goldman Sachs in Q3 2020 and has held it in 24 quarters since.
  • 3,178 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2026, filed 14 Aug 2026.