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Advus Financial Partners, LLC’s Goldman Sachs GS Stock Holding History

Advus Financial Partners, LLC’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 		$556K Sell
550
-52
-9% -$50.7K 0.13% 116
2026
Q1 		$510K Buy
602
+168
+39% +$150K 0.13% 119
2025
Q4 		$382K Sell
434
-222
-34% -$181K 0.09% 157
2025
Q3 		$522K Sell
656
-7
-1% -$5.19K 0.13% 124
2025
Q2 		$469K Buy
663
+9
+1% +$5.21K 0.12% 126
2025
Q1 		$357K Buy
654
+23
+4% +$13.8K 0.1% 149
2024
Q4 		$362K Buy
631
+141
+29% +$78.6K 0.1% 136
2024
Q3 		$243K Buy
490
+15
+3% +$7.34K 0.07% 193
2024
Q2 		$215K Buy
+475
New +$208K 0.07% 196
2023
Q1 		– Sell
-631
Closed -$217K – 151
2022
Q4 		$217K Buy
+631
New +$220K 0.09% 141

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Advus Financial Partners, LLC's GS Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Goldman Sachs (GS) stake by 8.6% in Q2 2026, selling an estimated $50.7K and leaving 550 shares worth $556K. The position accounts for 0.13% of the portfolio, ranked #116.

Advus Financial Partners, LLC first reported a position in GS in Q4 2022 and has held it in 10 quarters since. 3,161 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Advus Financial Partners, LLC held 550 shares of Goldman Sachs worth $556K as of Q2 2026.
  • Advus Financial Partners, LLC sold 52 Goldman Sachs shares in Q2 2026, an estimated $50.7K.
  • Goldman Sachs made up 0.13% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #116 holding.
  • Advus Financial Partners, LLC first reported a position in Goldman Sachs in Q4 2022 and has held it in 10 quarters since.
  • 3,161 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.