WESPAC Advisors SoCal’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.87M | Buy |
7,777
+400
| +5% | +$390K | 1.4% | 26 |
|
|
2026
Q1 | $6.24M | Buy |
7,377
+790
| +12% | +$705K | 1.33% | 28 |
|
|
2025
Q4 | $5.79M | Buy |
6,587
+164
| +3% | +$134K | 1.17% | 35 |
|
|
2025
Q3 | $5.12M | Buy |
6,423
+232
| +4% | +$172K | 1.04% | 36 |
|
|
2025
Q2 | $4.38M | Buy |
6,191
+299
| +5% | +$173K | 0.98% | 35 |
|
|
2025
Q1 | $3.22M | Buy |
+5,892
| New | +$3.55M | 0.84% | 36 |
|
|
2022
Q3 | – | Sell |
-25,024
| Closed | -$7.43M | – | 73 |
|
|
2022
Q2 | $7.43M | Sell |
25,024
-331
| -1% | -$103K | 2.84% | 13 |
|
|
2022
Q1 | $8.37M | Buy |
25,355
+28
| +0.1% | +$9.89K | 2.58% | 14 |
|
|
2021
Q4 | $9.22M | Buy |
25,327
+12
| +0% | +$4.75K | 2.82% | 12 |
|
|
2021
Q3 | $9.77M | Buy |
25,315
+55
| +0.2% | +$21.5K | 3.19% | 9 |
|
|
2021
Q2 | $9.59M | Buy |
25,260
+22,414
| +788% | +$8.02M | 3.18% | 8 |
|
|
2021
Q1 | $931K | Hold |
2,846
| – | – | 0.37% | 44 |
|
|
2020
Q4 | $751K | Hold |
2,846
| – | – | 0.3% | 48 |
|
|
2020
Q3 | $591K | Hold |
2,846
| – | – | 0.28% | 46 |
|
|
2020
Q2 | $585K | Hold |
2,846
| – | – | 0.27% | 51 |
|
|
2020
Q1 | $522K | Sell |
2,846
-67
| -2% | -$14.2K | 0.29% | 46 |
|
|
2019
Q4 | $670K | Buy |
2,913
+67
| +2% | +$14.5K | 0.32% | 50 |
|
|
2019
Q3 | $590K | Buy |
+2,846
| New | +$595K | 0.29% | 50 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$22K | – | 349 |
|
|
2018
Q3 | $22K | Buy |
+100
| New | +$23.3K | 0.01% | 179 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$25K | – | 152 |
|
|
2018
Q1 | $25K | Hold |
100
| – | – | 0.01% | 146 |
|
|
2017
Q4 | $25K | Hold |
100
| – | – | 0.01% | 147 |
|
|
2017
Q3 | $23K | Hold |
100
| – | – | 0.01% | 156 |
|
|
2017
Q2 | $22K | Hold |
100
| – | – | 0.01% | 147 |
|
|
2017
Q1 | $23K | Hold |
100
| – | – | 0.01% | 143 |
|
|
2016
Q4 | $23.9K | Hold |
100
| – | – | 0.02% | 141 |
|
|
2016
Q3 | $16.1K | Hold |
100
| – | – | 0.01% | 162 |
|
|
2016
Q2 | $14.9K | Hold |
100
| – | – | 0.01% | 176 |
|
|
2016
Q1 | $15.7K | Hold |
100
| – | – | 0.01% | 169 |
|
|
2015
Q4 | $18K | Buy |
+100
| New | +$18.6K | 0.01% | 164 |
|
Other funds holding GS
WESPAC Advisors SoCal's GS Position: Q2 2026 in Review
WESPAC Advisors SoCal increased its Goldman Sachs (GS) stake by 5.4% in Q2 2026, buying an estimated $390K and bringing the position to 7,777 shares worth $7.87M. The position accounts for 1.4% of the portfolio, ranked #26.
WESPAC Advisors SoCal first reported a position in GS in Q4 2015 and has held it in 29 quarters since. The position peaked at $9.77M in Q3 2021. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.
- WESPAC Advisors SoCal held 7,777 shares of Goldman Sachs worth $7.87M as of Q2 2026.
- WESPAC Advisors SoCal bought 400 Goldman Sachs shares in Q2 2026, an estimated $390K.
- Goldman Sachs made up 1.4% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #26 holding.
- WESPAC Advisors SoCal first reported a position in Goldman Sachs in Q4 2015 and has held it in 29 quarters since.
- WESPAC Advisors SoCal's Goldman Sachs position peaked at $9.77M in Q3 2021.
- 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.
Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.