Wealth Enhancement Advisory Services
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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
2024
Q4 		– Sell
-2,200
Closed -$42.1K – 3020
2024
Q3 		$42.1K Hold
2,200
– – ﹤0.01% 2630
2024
Q2 		$53.7K Buy
+2,200
New +$965K ﹤0.01% 2452
2024
Q1 		– Sell
-1,500
Closed -$5.92K – 2519
2023
Q4 		$5.92K Buy
+1,500
New +$501K ﹤0.01% 2300

Other funds holding GS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
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

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. 662 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.
  • 662 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.