AO
GS icon

Advisor OS’s Goldman Sachs GS Stock Holding History

Advisor OS’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 		$580K Buy
686
+126
+23% +$112K 0.04% 273
2025
Q4 		$493K Sell
560
-80
-13% -$65.3K 0.04% 281
2025
Q3 		$510K Buy
640
+138
+27% +$102K 0.04% 261
2025
Q2 		$355K Buy
502
+29
+6% +$16.8K 0.04% 317
2025
Q1 		$259K Buy
473
+24
+5% +$14.4K 0.03% 358
2024
Q4 		$257K Buy
+449
New +$250K 0.03% 353
2024
Q1 		– Sell
-724
Closed -$279K – 398
2023
Q4 		$279K Buy
+724
New +$242K 0.04% 272
2022
Q1 		– Sell
-1,271
Closed -$486K – 219
2021
Q4 		$486K Hold
1,271
– – 0.1% 169
2021
Q3 		$480K Hold
1,271
– – 0.1% 155
2021
Q2 		$482K Hold
1,271
– – 0.1% 144
2021
Q1 		$416K Hold
1,271
– – 0.09% 128
2020
Q4 		$335K Buy
+1,271
New +$283K 0.09% 102

Other funds holding GS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return