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WealthTrust Axiom’s Goldman Sachs GS Stock Holding History

WealthTrust Axiom’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 		$228K Buy
+225
New +$219K 0.05% 267
2022
Q2 		– Sell
-666
Closed -$219K – 263
2022
Q1 		$219K Sell
666
-5
-0.7% -$1.77K 0.07% 213
2021
Q4 		$256K Sell
671
-30
-4% -$11.9K 0.08% 197
2021
Q3 		$265K Hold
701
– – 0.09% 182
2021
Q2 		$265K Buy
+701
New +$251K 0.09% 196

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

WealthTrust Axiom's GS Position: Q2 2026 in Review

WealthTrust Axiom opened a new position in Goldman Sachs (GS) in Q2 2026: 225 shares worth $228K. The stake represents 0.05% of the portfolio and ranks #267 among its holdings. This is a return to the name: WealthTrust Axiom previously reported a position in GS as recently as Q1 2022.

WealthTrust Axiom first reported a position in GS in Q2 2021 and has held it in 5 quarters since. The position peaked at $265K in Q3 2021. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • WealthTrust Axiom held 225 shares of Goldman Sachs worth $228K as of Q2 2026.
  • Goldman Sachs was a new WealthTrust Axiom position in Q2 2026.
  • Goldman Sachs made up 0.05% of WealthTrust Axiom's portfolio in Q2 2026, its #267 holding.
  • WealthTrust Axiom first reported a position in Goldman Sachs in Q2 2021 and has held it in 5 quarters since.
  • WealthTrust Axiom's Goldman Sachs position peaked at $265K in Q3 2021.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.