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Wealth Preservation Advisors’s Goldman Sachs GS Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-76
Closed -$63.9K – 429
2026
Q1 		$63.9K Sell
76
-18
-19% -$16.1K 0.05% 144
2025
Q4 		$83K Hold
94
– – 0.04% 151
2025
Q3 		$75.1K Hold
94
– – 0.04% 155
2025
Q2 		$66.7K Sell
94
-5
-5% -$2.9K 0.04% 165
2025
Q1 		$54.1K Buy
+99
New +$59.6K 0.04% 176

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 Preservation Advisors's GS Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Goldman Sachs (GS) in Q2 2026, closing a stake of 76 shares — an estimated $63.9K sold.

Wealth Preservation Advisors first reported a position in GS in Q1 2025 and held it in 5 quarters. The position peaked at $83K in Q4 2025. 3,178 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Goldman Sachs position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 76 Goldman Sachs shares in Q2 2026, an estimated $63.9K.
  • Wealth Preservation Advisors first reported a position in Goldman Sachs in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Goldman Sachs position peaked at $83K in Q4 2025.
  • 3,178 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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