Wellspring Financial Advisors’s Goldman Sachs GS Stock Holding History

Wellspring Financial 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	$4.3M	Sell	4,248 -10,178	-71%	-$9.92M	0.28%	38
2026 Q1	$12.2M	Buy	14,426 +13,699	+1,884%	+$12.2M	0.92%	21
2025 Q4	$639K	Buy	727 +392	+117%	+$320K	0.05%	125
2025 Q3	$266K	Sell	335 -6	-2%	-$4.45K	0.02%	129
2025 Q2	$241K	Buy	+341	New	+$198K	0.02%	135
2024 Q3	–	Sell	-751	Closed	-$340K	–	170
2024 Q2	$340K	Buy	751 +9	+1%	+$3.95K	0.05%	101
2024 Q1	$310K	Buy	742 +1	+0.1%	+$388	0.05%	95
2023 Q4	$286K	Buy	741 +81	+12%	+$27K	0.07%	99
2023 Q3	$214K	Hold	660	–	–	0.06%	104
2023 Q2	$213K	Buy	660 +13	+2%	+$4.27K	0.06%	98
2023 Q1	$212K	Sell	647 -25	-4%	-$8.7K	0.06%	105
2022 Q4	$231K	Buy	+672	New	+$234K	0.08%	96
2022 Q2	–	Sell	-658	Closed	-$217K	–	115
2022 Q1	$217K	Buy	658 +54	+9%	+$19.1K	0.06%	90
2021 Q4	$231K	Hold	604	–	–	0.06%	88
2021 Q3	$228K	Hold	604	–	–	0.07%	89
2021 Q2	$229K	Buy	+604	New	+$216K	0.07%	83

Other funds holding GS

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 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

Wellspring Financial Advisors's GS Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Goldman Sachs (GS) stake by 71% in Q2 2026, selling an estimated $9.92M and leaving 4,248 shares worth $4.3M. The position accounts for 0.28% of the portfolio, ranked #38.

Wellspring Financial Advisors first reported a position in GS in Q2 2021 and has held it in 16 quarters since. The position peaked at $12.2M in Q1 2026. 1,034 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Wellspring Financial Advisors held 4,248 shares of Goldman Sachs worth $4.3M as of Q2 2026.
Wellspring Financial Advisors sold 10,178 Goldman Sachs shares in Q2 2026, an estimated $9.92M.
Goldman Sachs made up 0.28% of Wellspring Financial Advisors's portfolio in Q2 2026, its #38 holding.
Wellspring Financial Advisors first reported a position in Goldman Sachs in Q2 2021 and has held it in 16 quarters since.
Wellspring Financial Advisors's Goldman Sachs position peaked at $12.2M in Q1 2026.
1,034 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.