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Wealthedge Investment Advisors’s Goldman Sachs GS Stock Holding History

Wealthedge Investment 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 		$239K Buy
+236
New +$230K 0.08% 129
2026
Q1 		– Sell
-236
Closed -$208K – 150
2025
Q4 		$208K Buy
+236
New +$193K 0.08% 128

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Wealthedge Investment Advisors's GS Position: Q2 2026 in Review

Wealthedge Investment Advisors opened a new position in Goldman Sachs (GS) in Q2 2026: 236 shares worth $239K. The stake represents 0.08% of the portfolio and ranks #129 among its holdings. This is a return to the name: Wealthedge Investment Advisors previously reported a position in GS as recently as Q4 2025.

Wealthedge Investment Advisors first reported a position in GS in Q4 2025 and has held it in 2 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Wealthedge Investment Advisors held 236 shares of Goldman Sachs worth $239K as of Q2 2026.
  • Goldman Sachs was a new Wealthedge Investment Advisors position in Q2 2026.
  • Goldman Sachs made up 0.08% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #129 holding.
  • Wealthedge Investment Advisors first reported a position in Goldman Sachs in Q4 2025 and has held it in 2 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.