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Goldman Sachs shares owned by Up Strategic Wealth Investment Advisors

Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Up Strategic Wealth Investment Advisors from 13F filings

Historical chart of Up Strategic Wealth Investment Advisors investment in Goldman Sachs

Tip: Access up to 7 years of quarterly data

All positions including Goldman Sachs held by Up Strategic Wealth Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Goldman Sachs by Up Strategic Wealth Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $224k 211 1060.38

More positions owned by Up Strategic Wealth Investment Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr Rus 1000 Etf (IWB)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Us Larg Vect Etf (DFVX)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Micron Technology (MU)
Dimensional Etf Trust Emerging Mkts Co (DFEM)

View all positions for Up Strategic Wealth Investment Advisors

Top funds holding Goldman Sachs

BlackRock
Vanguard Capital Management
Susquehanna International
Jpmorgan Chase & Co
Vanguard Portfolio Management
Fisher Investments
Geode Capital Management
Bank of America Corporation
Citadel Advisors
Jane Street
FMR
Northern Trust
UBS Group
Norges Bank Investment Management
Bank of New York Mellon

View all funds holding Goldman Sachs