Wealthcare Advisory Partners’s Goldman Sachs GS Stock Holding History

Wealthcare Advisory Partners’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	$2.64M	Sell	2,613 -90	-3%	-$87.7K	0.05%	298
2026 Q1	$2.29M	Sell	2,703 -23	-0.8%	-$20.5K	0.04%	344
2025 Q4	$2.4M	Sell	2,726 -207	-7%	-$169K	0.05%	314
2025 Q3	$2.34M	Buy	2,933 +201	+7%	+$149K	0.05%	308
2025 Q2	$1.93M	Buy	2,732 +24	+0.9%	+$13.9K	0.04%	334
2025 Q1	$1.48M	Buy	2,708 +442	+20%	+$266K	0.04%	359
2024 Q4	$1.3M	Sell	2,266 -3	-0.1%	-$1.67K	0.04%	369
2024 Q3	$1.12M	Sell	2,269 -59	-3%	-$28.9K	0.03%	397
2024 Q2	$1.05M	Buy	2,328 +90	+4%	+$39.5K	0.03%	369
2024 Q1	$935K	Buy	2,238 +304	+16%	+$118K	0.03%	386
2023 Q4	$746K	Buy	1,934 +248	+15%	+$82.8K	0.03%	394
2023 Q3	$545K	Sell	1,686 -70	-4%	-$23.4K	0.03%	409
2023 Q2	$567K	Sell	1,756 -16	-0.9%	-$5.26K	0.03%	416
2023 Q1	$580K	Buy	1,772 +224	+14%	+$78K	0.02%	414
2022 Q4	$532K	Buy	1,548 +104	+7%	+$36.2K	0.03%	408
2022 Q3	$423K	Sell	1,444 -70	-5%	-$22.7K	0.02%	403
2022 Q2	$450K	Buy	1,514 +185	+14%	+$57.6K	0.03%	344
2022 Q1	$439K	Buy	1,329 +162	+14%	+$57.2K	0.03%	334
2021 Q4	$446K	Sell	1,167 -97	-8%	-$38.4K	0.03%	335
2021 Q3	$478K	Sell	1,264 -281	-18%	-$110K	0.03%	324
2021 Q2	$586K	Buy	1,545 +107	+7%	+$38.3K	0.04%	285
2021 Q1	$470K	Buy	+1,438	New	+$448K	0.03%	301
2020 Q2	–	Sell	-150	Closed	-$23K	–	756
2020 Q1	$23K	Sell	150 -180	-55%	-$38.2K	﹤0.01%	695
2019 Q4	$76K	Hold	330	–	–	0.01%	459
2019 Q3	$68K	Buy	330 +2	+0.6%	+$418	0.01%	469
2019 Q2	$67K	Sell	328 -21	-6%	-$4.16K	0.01%	451
2019 Q1	$67K	Sell	349 -245	-41%	-$47.3K	0.01%	412
2018 Q4	$99K	Sell	594 -39	-6%	-$7.87K	0.02%	311
2018 Q3	$142K	Buy	633 +111	+21%	+$25.8K	0.03%	268
2018 Q2	$115K	Buy	522 +21	+4%	+$5.01K	0.02%	302
2018 Q1	$126K	Buy	501 +34	+7%	+$8.85K	0.03%	245
2017 Q4	$119K	Buy	467 +298	+176%	+$73.1K	0.03%	233
2017 Q3	$40K	Buy	+169	New	+$38.1K	0.01%	330

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

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 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

Wealthcare Advisory Partners's GS Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Goldman Sachs (GS) stake by 3.3% in Q2 2026, selling an estimated $87.7K and leaving 2,613 shares worth $2.64M. The position accounts for 0.05% of the portfolio, ranked #298.

Wealthcare Advisory Partners first reported a position in GS in Q3 2017 and has held it in 33 quarters since. 714 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Wealthcare Advisory Partners held 2,613 shares of Goldman Sachs worth $2.64M as of Q2 2026.
Wealthcare Advisory Partners sold 90 Goldman Sachs shares in Q2 2026, an estimated $87.7K.
Goldman Sachs made up 0.05% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #298 holding.
Wealthcare Advisory Partners first reported a position in Goldman Sachs in Q3 2017 and has held it in 33 quarters since.
714 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.