Position in GS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$379,263
-$124,101 QoQ
Shares Held
375
-37.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#2,387
of 3,125 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Sharp Wealth Advisory, LLC holds $773,094 across 2 Capital Markets names. GS ranks #2 (49.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,884 | $393,831 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
375 | $379,263 |
All Filings in GS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,263 | 375 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $503,364 | 595 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $523,005 | 595 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $473,828 | 595 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $456,498 | 645 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $349,625 | 640 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $259,396 | 453 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $287,163 | 580 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $262,345 | 580 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||