Position in GS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,025,529
+$153,314 QoQ
Shares Held
1,014
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,716
of 3,124 holders
Holding Since
Sep 2024
8 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, 2026Meridian Wealth Advisors, LLC holds $5,712,205 across 2 Capital Markets names. GS ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
22,420 | $4,686,676 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
1,014 | $1,025,529 |
All Filings in GS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,025,529 | 1,014 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $872,215 | 1,031 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $911,523 | 1,037 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $841,741 | 1,057 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $525,858 | 743 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $323,403 | 592 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $338,418 | 591 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $234,187 | 473 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||