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Xcel Wealth Management’s Goldman Sachs GS Stock Holding History

Xcel Wealth Management’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 		$2.95M 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

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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. 1,317 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.
  • 1,317 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.