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

Worth 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	$1.2M	Buy	+1,190	New	+$1.16M	0.5%	51
2026 Q1	–	Sell	-1,245	Closed	-$1.09M	–	89
2025 Q4	$1.09M	Buy	1,245 +44	+4%	+$35.9K	0.53%	46
2025 Q3	$956K	Buy	1,201 +99	+9%	+$73.4K	0.54%	40
2025 Q2	$780K	Buy	1,102 +6	+0.5%	+$3.48K	0.48%	47
2025 Q1	$599K	Buy	+1,096	New	+$660K	0.38%	67

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Worth Financial Advisory Group opened a new position in Goldman Sachs (GS) in Q2 2026: 1,190 shares worth $1.2M. The stake represents 0.5% of the portfolio and ranks #51 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in GS as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in GS in Q1 2025 and has held it in 5 quarters since. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Worth Financial Advisory Group held 1,190 shares of Goldman Sachs worth $1.2M as of Q2 2026.
Goldman Sachs was a new Worth Financial Advisory Group position in Q2 2026.
Goldman Sachs made up 0.5% of Worth Financial Advisory Group's portfolio in Q2 2026, its #51 holding.
Worth Financial Advisory Group first reported a position in Goldman Sachs in Q1 2025 and has held it in 5 quarters since.
3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.