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Wingate Wealth Advisors’s Goldman Sachs GS Stock Holding History

Wingate Wealth 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 		$348K Hold
344
– – 0.15% 97
2026
Q1 		$291K Sell
344
-2
-0.6% -$1.78K 0.16% 102
2025
Q4 		$304K Sell
346
-16
-4% -$13.1K 0.17% 97
2025
Q3 		$288K Buy
+362
New +$268K 0.2% 95
2025
Q1 		– Sell
-78
Closed -$44.7K – 221
2024
Q4 		$44.7K Buy
+78
New +$43.5K 0.04% 230

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

Wingate Wealth Advisors's GS Position: Q2 2026 in Review

Wingate Wealth Advisors held its Goldman Sachs (GS) position steady in Q2 2026 at 344 shares worth $348K. The position accounts for 0.15% of the portfolio, ranked #97.

Wingate Wealth Advisors first reported a position in GS in Q4 2024 and has held it in 5 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Wingate Wealth Advisors held 344 shares of Goldman Sachs worth $348K as of Q2 2026.
  • Wingate Wealth Advisors left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.15% of Wingate Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • Wingate Wealth Advisors first reported a position in Goldman Sachs in Q4 2024 and has held it in 5 quarters since.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.