1776 Wealth’s Goldman Sachs GS Stock Holding History

1776 Wealth’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 Q1	$3.96M	Hold	4,680	–	–	1.56%	15
2025 Q4	$4.11M	Hold	4,680	–	–	1.55%	14
2025 Q3	$3.73M	Hold	4,680	–	–	1.44%	14
2025 Q2	$3.31M	Hold	4,680	–	–	1.36%	16
2025 Q1	$2.56M	Hold	4,680	–	–	1.17%	19
2024 Q4	$2.68M	Hold	4,680	–	–	1.23%	18
2024 Q3	$2.32M	Sell	4,680 -3	-0.1%	-$1.47K	1.04%	21
2024 Q2	$2.12M	Sell	4,683 -17	-0.4%	-$7.46K	0.95%	22
2024 Q1	$1.96M	Hold	4,700	–	–	0.93%	26
2023 Q4	$1.81M	Sell	4,700 -80	-2%	-$26.7K	0.9%	23
2023 Q3	$1.55M	Hold	4,780	–	–	0.82%	25
2023 Q2	$1.54M	Hold	4,780	–	–	0.81%	22
2023 Q1	$1.56M	Buy	4,780 +17	+0.4%	+$5.92K	0.94%	20
2022 Q4	$1.64M	Hold	4,763	–	–	1.17%	18
2022 Q3	$1.4M	Hold	4,763	–	–	1.06%	21
2022 Q2	$1.42M	Buy	4,763 +140	+3%	+$43.6K	0.99%	22
2022 Q1	$1.53M	Hold	4,623	–	–	0.88%	22
2021 Q4	$1.77M	Buy	4,623 +3	+0.1%	+$1.19K	0.95%	21
2021 Q3	$1.75M	Hold	4,620	–	–	0.99%	22
2021 Q2	$1.75M	Hold	4,620	–	–	0.99%	22
2021 Q1	$1.51M	Sell	4,620 -120	-3%	-$37.4K	0.95%	24
2020 Q4	$1.25M	Hold	4,740	–	–	0.78%	27
2020 Q3	$952K	Hold	4,740	–	–	0.69%	26
2020 Q2	$936K	Sell	4,740 -2,740	-37%	-$514K	0.64%	28
2020 Q1	$1.36M	Buy	7,480 +4,740	+173%	+$1.01M	0.58%	31
2019 Q4	$630K	Buy	+2,740	New	+$595K	0.54%	32

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

1776 Wealth's GS Position: Q1 2026 in Review

1776 Wealth held its Goldman Sachs (GS) position steady in Q1 2026 at 4,680 shares worth $3.96M. The position accounts for 1.56% of the portfolio, ranked #15.

1776 Wealth first reported a position in GS in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.11M in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

1776 Wealth held 4,680 shares of Goldman Sachs worth $3.96M as of Q1 2026.
1776 Wealth left its Goldman Sachs share count unchanged in Q1 2026.
Goldman Sachs made up 1.56% of 1776 Wealth's portfolio in Q1 2026, its #15 holding.
1776 Wealth first reported a position in Goldman Sachs in Q4 2019 and has held it in 26 quarters since.
1776 Wealth's Goldman Sachs position peaked at $4.11M in Q4 2025.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.