Apexium Financial’s Goldman Sachs GS Stock Holding History

Apexium Financial’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
2025 Q3	$3.92M	Sell	4,917 -490	-9%	-$363K	0.19%	61
2025 Q2	$3.83M	Buy	5,407 +4	+0.1%	+$2.32K	0.2%	59
2025 Q1	$2.95M	Buy	5,403 +154	+3%	+$92.7K	0.18%	62
2024 Q4	$3.01M	Buy	5,249 +4	+0.1%	+$2.23K	0.18%	58
2024 Q3	$2.6M	Hold	5,245	–	–	0.17%	54
2024 Q2	$2.37M	Hold	5,245	–	–	0.17%	52
2024 Q1	$2.19M	Sell	5,245 -427	-8%	-$166K	0.17%	55
2023 Q4	$2.19M	Buy	5,672 +378	+7%	+$126K	0.16%	68
2023 Q3	$1.71M	Hold	5,294	–	–	0.17%	59
2023 Q2	$1.71M	Sell	5,294 -45	-0.8%	-$14.8K	0.15%	63
2023 Q1	$1.75M	Buy	5,339 +50	+0.9%	+$17.4K	0.17%	60
2022 Q4	$1.82M	Hold	5,289	–	–	0.19%	56
2022 Q3	$1.55M	Buy	5,289 +1,851	+54%	+$600K	0.19%	54
2022 Q2	$1.02M	Hold	3,438	–	–	0.59%	32
2022 Q1	$1.31M	Hold	3,438	–	–	0.69%	28
2021 Q4	$1.31M	Hold	3,438	–	–	0.68%	28
2021 Q3	$1.3M	Buy	+3,438	New	+$1.34M	0.75%	28

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Apexium Financial's GS Position: Q3 2025 in Review

Apexium Financial reduced its Goldman Sachs (GS) stake by 9.1% in Q3 2025, selling an estimated $363K and leaving 4,917 shares worth $3.92M. The position accounts for 0.19% of the portfolio, ranked #61.

Apexium Financial first reported a position in GS in Q3 2021 and has held it in 17 quarters since. 2,740 funds tracked by Wall St. Rank hold GS as of Q3 2025.

Apexium Financial held 4,917 shares of Goldman Sachs worth $3.92M as of Q3 2025.
Apexium Financial sold 490 Goldman Sachs shares in Q3 2025, an estimated $363K.
Goldman Sachs made up 0.19% of Apexium Financial's portfolio in Q3 2025, its #61 holding.
Apexium Financial first reported a position in Goldman Sachs in Q3 2021 and has held it in 17 quarters since.
2,740 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.