Wealth Enhancement Advisory Services’s Goldman Sachs GS Stock Holding History

Wealth Enhancement Advisory Services’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	$43.6M	Sell	84,239 -52,602	-38%	-$51.3M	0.07%	235
2026 Q1	$81.4M	Buy	136,841 +72,046	+111%	+$64.3M	0.17%	113
2025 Q4	$62.4M	Sell	64,795 -6,288	-9%	-$5.13M	0.08%	220
2025 Q3	$56.1M	Sell	71,083 -47,229	-40%	-$35M	0.08%	227
2025 Q2	$85.6M	Buy	118,312 +20,304	+21%	+$11.8M	0.14%	143
2025 Q1	$53.5M	Sell	98,008 -48,126	-33%	-$29M	0.1%	197
2024 Q4	$83.7M	Buy	146,134 +54,353	+59%	+$30.3M	0.16%	127
2024 Q3	$45.4M	Sell	91,781 -25,866	-22%	-$12.7M	0.1%	205
2024 Q2	$53.2M	Buy	117,647 +12,256	+12%	+$5.38M	0.13%	164
2024 Q1	$44M	Sell	105,391 -1,143	-1%	-$444K	0.11%	182
2023 Q4	$41.1M	Buy	106,534 +7,986	+8%	+$2.67M	0.12%	172
2023 Q3	$31.9M	Buy	+98,548	New	+$32.9M	0.1%	199
2023 Q2	–	Sell	-725	Closed	-$237K	–	539
2023 Q1	$237K	Buy	+725	New	+$252K	﹤0.01%	480
2021 Q2	–	Sell	-4,716	Closed	-$1.54M	–	289
2021 Q1	$1.54M	Buy	4,716 +83	+2%	+$25.8K	0.03%	153
2020 Q4	$1.4M	Sell	4,633 -8,300	-64%	-$1.85M	0.03%	135
2020 Q3	$2.77M	Buy	+12,933	New	+$2.63M	0.07%	91
2020 Q2	–	Sell	-10,555	Closed	-$1.97M	–	228
2020 Q1	$1.97M	Buy	+10,555	New	+$2.24M	0.07%	110
2019 Q2	–	Sell	-5,248	Closed	-$1.07M	–	225
2019 Q1	$1.07M	Sell	5,248 -6,749	-56%	-$1.3M	0.06%	133
2018 Q4	$2.43M	Buy	11,997 +3,796	+46%	+$766K	0.15%	53
2018 Q3	$1.72M	Buy	+8,201	New	+$1.91M	0.1%	74
2017 Q2	–	Sell	-3,280	Closed	-$743K	–	163
2017 Q1	$743K	Buy	+3,280	New	+$792K	0.08%	131

Other funds holding GS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services's GS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Goldman Sachs (GS) stake by 38% in Q2 2026, selling an estimated $51.3M and leaving 84,239 shares worth $43.6M. The position accounts for 0.07% of the portfolio, ranked #235.

Wealth Enhancement Advisory Services first reported a position in GS in Q1 2017 and has held it in 21 quarters since. The position peaked at $85.6M in Q2 2025. 637 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Wealth Enhancement Advisory Services held 84,239 shares of Goldman Sachs worth $43.6M as of Q2 2026.
Wealth Enhancement Advisory Services sold 52,602 Goldman Sachs shares in Q2 2026, an estimated $51.3M.
Goldman Sachs made up 0.07% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #235 holding.
Wealth Enhancement Advisory Services first reported a position in Goldman Sachs in Q1 2017 and has held it in 21 quarters since.
Wealth Enhancement Advisory Services's Goldman Sachs position peaked at $85.6M in Q2 2025.
637 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.