49 Wealth Management’s Goldman Sachs GS Stock Holding History

49 Wealth Management’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	$1.34M	Sell	1,588 -424	-21%	-$378K	0.1%	56
2025 Q4	$1.77M	Buy	2,012 +199	+11%	+$162K	0.14%	50
2025 Q3	$1.44M	Buy	1,813 +84	+5%	+$62.2K	0.14%	45
2025 Q2	$1.22M	Buy	1,729 +193	+13%	+$112K	0.13%	50
2025 Q1	$839K	Buy	1,536 +450	+41%	+$271K	0.1%	68
2024 Q4	$622K	Buy	1,086 +64	+6%	+$35.7K	0.09%	72
2024 Q3	$506K	Sell	1,022 -37	-3%	-$18.1K	0.08%	82
2024 Q2	$491K	Buy	1,059 +314	+42%	+$138K	0.1%	83
2024 Q1	$308K	Buy	745 +11	+1%	+$4.27K	0.07%	85
2023 Q4	$283K	Buy	+734	New	+$245K	0.07%	87

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

49 Wealth Management's GS Position: Q1 2026 in Review

49 Wealth Management reduced its Goldman Sachs (GS) stake by 21% in Q1 2026, selling an estimated $378K and leaving 1,588 shares worth $1.34M. The position accounts for 0.1% of the portfolio, ranked #56.

49 Wealth Management first reported a position in GS in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.77M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

49 Wealth Management held 1,588 shares of Goldman Sachs worth $1.34M as of Q1 2026.
49 Wealth Management sold 424 Goldman Sachs shares in Q1 2026, an estimated $378K.
Goldman Sachs made up 0.1% of 49 Wealth Management's portfolio in Q1 2026, its #56 holding.
49 Wealth Management first reported a position in Goldman Sachs in Q4 2023 and has held it in 10 quarters since.
49 Wealth Management's Goldman Sachs position peaked at $1.77M in Q4 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.