Xcel Wealth Management’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 | $2.95M | Sell |
2,918
-80
| -3% | -$78K | 0.7% | 36 |
|
|
2026
Q1 | $2.54M | Buy |
2,998
+412
| +16% | +$368K | 0.7% | 41 |
|
|
2025
Q4 | $2.27M | Buy |
2,586
+55
| +2% | +$44.9K | 0.58% | 47 |
|
|
2025
Q3 | $2.02M | Sell |
2,531
-2
| -0.1% | -$1.48K | 0.52% | 48 |
|
|
2025
Q2 | $1.79M | Buy |
2,533
+683
| +37% | +$396K | 0.51% | 49 |
|
|
2025
Q1 | $1.01M | Sell |
1,850
-600
| -24% | -$361K | 0.31% | 62 |
|
|
2024
Q4 | $1.4M | Hold |
2,450
| – | – | 0.39% | 49 |
|
|
2024
Q3 | $1.21M | Sell |
2,450
-225
| -8% | -$110K | 0.35% | 57 |
|
|
2024
Q2 | $1.21M | Sell |
2,675
-17
| -0.6% | -$7.46K | 0.38% | 52 |
|
|
2024
Q1 | $1.12M | Buy |
2,692
+1,129
| +72% | +$438K | 0.35% | 54 |
|
|
2023
Q4 | $603K | Sell |
1,563
-2
| -0.1% | -$668 | 0.21% | 74 |
|
|
2023
Q3 | $506K | Sell |
1,565
-276
| -15% | -$92.2K | 0.2% | 75 |
|
|
2023
Q2 | $594K | Buy |
1,841
+116
| +7% | +$38.1K | 0.19% | 81 |
|
|
2023
Q1 | $564K | Sell |
1,725
-1
| -0.1% | -$348 | 0.2% | 77 |
|
|
2022
Q4 | $593K | Sell |
1,726
-3,000
| -63% | -$1.04M | 0.23% | 69 |
|
|
2022
Q3 | $1.39M | Sell |
4,726
-50
| -1% | -$16.2K | 0.52% | 47 |
|
|
2022
Q2 | $1.42M | Sell |
4,776
-3,369
| -41% | -$1.05M | 0.52% | 49 |
|
|
2022
Q1 | $2.69M | Sell |
8,145
-200
| -2% | -$70.6K | 0.74% | 42 |
|
|
2021
Q4 | $3.19M | Sell |
8,345
-149
| -2% | -$59K | 0.82% | 37 |
|
|
2021
Q3 | $3.21M | Sell |
8,494
-200
| -2% | -$78.1K | 0.93% | 33 |
|
|
2021
Q2 | $3.3M | Sell |
8,694
-42
| -0.5% | -$15K | 1% | 30 |
|
|
2021
Q1 | $2.86M | Sell |
8,736
-70
| -0.8% | -$21.8K | 1.02% | 30 |
|
|
2020
Q4 | $2.32M | Sell |
8,806
-3,740
| -30% | -$833K | 1% | 32 |
|
|
2020
Q3 | $2.52M | Buy |
12,546
+5,227
| +71% | +$1.06M | 1.3% | 27 |
|
|
2020
Q2 | $1.45M | Buy |
7,319
+427
| +6% | +$80.2K | 0.9% | 34 |
|
|
2020
Q1 | $1.06M | Buy |
6,892
+2,705
| +65% | +$574K | 0.96% | 32 |
|
|
2019
Q4 | $962K | Sell |
4,187
-150
| -3% | -$32.5K | 0.8% | 34 |
|
|
2019
Q3 | $898K | Sell |
4,337
-117
| -3% | -$24.5K | 0.83% | 35 |
|
|
2019
Q2 | $911K | Buy |
4,454
+76
| +2% | +$15K | 0.89% | 34 |
|
|
2019
Q1 | $840K | Sell |
4,378
-2,990
| -41% | -$577K | 0.87% | 34 |
|
|
2018
Q4 | $1.23M | Buy |
+7,368
| New | +$1.49M | 1.5% | 22 |
|
Other funds holding GS
Xcel Wealth Management's GS Position: Q2 2026 in Review
Xcel Wealth Management reduced its Goldman Sachs (GS) stake by 2.7% in Q2 2026, selling an estimated $78K and leaving 2,918 shares worth $2.95M. The position accounts for 0.7% of the portfolio, ranked #36.
Xcel Wealth Management first reported a position in GS in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.3M in Q2 2021. 3,176 funds tracked by Wall St. Rank hold GS as of Q2 2026.
- Xcel Wealth Management held 2,918 shares of Goldman Sachs worth $2.95M as of Q2 2026.
- Xcel Wealth Management sold 80 Goldman Sachs shares in Q2 2026, an estimated $78K.
- Goldman Sachs made up 0.7% of Xcel Wealth Management's portfolio in Q2 2026, its #36 holding.
- Xcel Wealth Management first reported a position in Goldman Sachs in Q4 2018 and has held it in 31 quarters since.
- Xcel Wealth Management's Goldman Sachs position peaked at $3.3M in Q2 2021.
- 3,176 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.
Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.