Wealth Advisory Solutions’s Goldman Sachs GS Stock Holding History

Wealth Advisory Solutions’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	$1.7M	Sell	2,004 -431	-18%	-$385K	0.38%	58
2025 Q4	$2.14M	Hold	2,435	–	–	0.5%	45
2025 Q3	$1.94M	Hold	2,435	–	–	0.47%	46
2025 Q2	$1.72M	Hold	2,435	–	–	0.44%	53
2025 Q1	$1.33M	Sell	2,435 -487	-17%	-$293K	0.35%	63
2024 Q4	$1.67M	Buy	2,922 +1	+0%	+$558	0.47%	48
2024 Q3	$1.45M	Sell	2,921 -1,700	-37%	-$831K	0.4%	53
2024 Q2	$2.09M	Sell	4,621 -325	-7%	-$143K	0.57%	42
2024 Q1	$2.07M	Buy	+4,946	New	+$1.92M	0.54%	44
2021 Q3	$4.82M	Sell	12,746 -1,878	-13%	-$733K	1.07%	28
2021 Q2	$5.55M	Sell	14,624 -352	-2%	-$126K	1.32%	17
2021 Q1	$5K	Sell	14,976 -3,500	-19%	-$1.09M	﹤0.01%	76
2020 Q4	$4.87M	Buy	+18,476	New	+$4.11M	1.32%	23

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

Wealth Advisory Solutions's GS Position: Q1 2026 in Review

Wealth Advisory Solutions reduced its Goldman Sachs (GS) stake by 18% in Q1 2026, selling an estimated $385K and leaving 2,004 shares worth $1.7M. The position accounts for 0.38% of the portfolio, ranked #58.

Wealth Advisory Solutions first reported a position in GS in Q4 2020 and has held it in 13 quarters since. The position peaked at $5.55M in Q2 2021. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Wealth Advisory Solutions held 2,004 shares of Goldman Sachs worth $1.7M as of Q1 2026.
Wealth Advisory Solutions sold 431 Goldman Sachs shares in Q1 2026, an estimated $385K.
Goldman Sachs made up 0.38% of Wealth Advisory Solutions's portfolio in Q1 2026, its #58 holding.
Wealth Advisory Solutions first reported a position in Goldman Sachs in Q4 2020 and has held it in 13 quarters since.
Wealth Advisory Solutions's Goldman Sachs position peaked at $5.55M in Q2 2021.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.