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Wescott Financial Advisory Group’s Goldman Sachs GS Stock Holding History

Wescott Financial Advisory Group’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 		$2.44M Buy
2,417
+47
+2% +$45.8K 0.19% 65
2026
Q1 		$2.01M Sell
2,370
-360
-13% -$321K 0.18% 66
2025
Q4 		$2.4M Buy
2,730
+100
+4% +$81.6K 0.21% 59
2025
Q3 		$2.09M Buy
2,630
+19
+0.7% +$14.1K 0.19% 62
2025
Q2 		$1.85M Buy
2,611
+9
+0.3% +$5.21K 0.18% 60
2025
Q1 		$1.42M Sell
2,602
-147
-5% -$88.5K 0.15% 68
2024
Q4 		$1.57M Buy
2,749
+30
+1% +$16.7K 0.16% 67
2024
Q3 		$1.35M Buy
2,719
+18
+0.7% +$8.8K 0.14% 73
2024
Q2 		$1.22M Sell
2,701
-9
-0.3% -$3.95K 0.14% 77
2024
Q1 		$1.13M Sell
2,710
-71
-3% -$27.6K 0.14% 72
2023
Q4 		$1.07M Sell
2,781
-164
-6% -$54.7K 0.15% 70
2023
Q3 		$953K Hold
2,945
– – 0.17% 72
2023
Q2 		$950K Sell
2,945
-325
-10% -$107K 0.17% 74
2023
Q1 		$1.07M Sell
3,270
-10
-0.3% -$3.48K 0.23% 61
2022
Q4 		$1.13M Buy
3,280
+21
+0.6% +$7.31K 0.24% 57
2022
Q3 		$955K Sell
3,259
-21
-0.6% -$6.8K 0.27% 54
2022
Q2 		$974K Buy
3,280
+8
+0.2% +$2.49K 0.26% 54
2022
Q1 		$1.08M Sell
3,272
-437
-12% -$154K 0.28% 49
2021
Q4 		$1.42M Sell
3,709
-282
-7% -$112K 0.73% 17
2021
Q3 		$1.51M Sell
3,991
-1,724
-30% -$673K 0.85% 18
2021
Q2 		$2.14M Buy
+5,715
New +$2.04M 1.26% 11

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

Wescott Financial Advisory Group's GS Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Goldman Sachs (GS) stake by 2% in Q2 2026, buying an estimated $45.8K and bringing the position to 2,417 shares worth $2.44M. The position accounts for 0.19% of the portfolio, ranked #65.

Wescott Financial Advisory Group first reported a position in GS in Q2 2021 and has held it in 21 quarters since. 3,176 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Wescott Financial Advisory Group held 2,417 shares of Goldman Sachs worth $2.44M as of Q2 2026.
  • Wescott Financial Advisory Group bought 47 Goldman Sachs shares in Q2 2026, an estimated $45.8K.
  • Goldman Sachs made up 0.19% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #65 holding.
  • Wescott Financial Advisory Group first reported a position in Goldman Sachs in Q2 2021 and has held it in 21 quarters since.
  • 3,176 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.