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Atlantic Private Wealth’s Goldman Sachs GS Stock Holding History

Atlantic Private 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 		$42.3K Hold
50
– – 0.03% 137
2025
Q4 		$44K Hold
50
– – 0.03% 126
2025
Q3 		$39.8K Hold
50
– – 0.03% 118
2025
Q2 		$35.4K Hold
50
– – 0.02% 121
2025
Q1 		$27.3K Hold
50
– – 0.02% 141
2024
Q4 		$28.6K Hold
50
– – 0.02% 120
2024
Q3 		$24.8K Buy
+50
New +$24.5K 0.02% 124

Other funds holding GS

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Atlantic Private Wealth's GS Position: Q1 2026 in Review

Atlantic Private Wealth held its Goldman Sachs (GS) position steady in Q1 2026 at 50 shares worth $42.3K. The position accounts for 0.03% of the portfolio, ranked #137.

Atlantic Private Wealth first reported a position in GS in Q3 2024 and has held it in 7 quarters since. The position peaked at $44K in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Atlantic Private Wealth held 50 shares of Goldman Sachs worth $42.3K as of Q1 2026.
  • Atlantic Private Wealth left its Goldman Sachs share count unchanged in Q1 2026.
  • Goldman Sachs made up 0.03% of Atlantic Private Wealth's portfolio in Q1 2026, its #137 holding.
  • Atlantic Private Wealth first reported a position in Goldman Sachs in Q3 2024 and has held it in 7 quarters since.
  • Atlantic Private Wealth's Goldman Sachs position peaked at $44K in Q4 2025.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

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