Aureus Asset Management’s Goldman Sachs GS Stock Holding History

Aureus Asset 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	$2.2M	Buy	2,603 +2,153	+478%	+$1.92M	0.15%	70
2025 Q4	$396K	Buy	450 +100	+29%	+$81.6K	0.03%	147
2025 Q3	$279K	Hold	350	–	–	0.02%	169
2025 Q2	$248K	Buy	+350	New	+$203K	0.02%	177
2025 Q1	–	Sell	-350	Closed	-$200K	–	210
2024 Q4	$200K	Buy	+350	New	+$195K	0.01%	204
2022 Q3	–	Sell	-713	Closed	-$212K	–	178
2022 Q2	$212K	Buy	713 +2	+0.3%	+$623	0.02%	176
2022 Q1	$235K	Buy	711 +1	+0.1%	+$353	0.02%	197
2021 Q4	$272K	Buy	710 +1	+0.1%	+$396	0.02%	176
2021 Q3	$268K	Buy	709 +1	+0.1%	+$391	0.02%	171
2021 Q2	$269K	Buy	708 +1	+0.1%	+$358	0.02%	190
2021 Q1	$231K	Buy	+707	New	+$220K	0.02%	164
2017 Q2	–	Sell	-1,252	Closed	-$281K	–	172
2017 Q1	$281K	Buy	1,252 +150	+14%	+$36.2K	0.05%	138
2016 Q4	$264K	Buy	+1,102	New	+$224K	0.05%	124
2016 Q2	–	Sell	-63,191	Closed	-$9.92M	–	137
2016 Q1	$9.92M	Buy	63,191 +13,473	+27%	+$2.08M	2.17%	27
2015 Q4	$8.96M	Buy	49,718 +8,452	+20%	+$1.57M	2.01%	25
2015 Q3	$7.17M	Buy	41,266 +40,206	+3,793%	+$7.88M	1.78%	29
2015 Q2	$221K	Buy	+1,060	New	+$216K	0.05%	156

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

Aureus Asset Management's GS Position: Q1 2026 in Review

Aureus Asset Management increased its Goldman Sachs (GS) stake by 478% in Q1 2026, buying an estimated $1.92M and bringing the position to 2,603 shares worth $2.2M. The position accounts for 0.15% of the portfolio, ranked #70.

Aureus Asset Management first reported a position in GS in Q2 2015 and has held it in 17 quarters since. The position peaked at $9.92M in Q1 2016. 2,985 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Aureus Asset Management held 2,603 shares of Goldman Sachs worth $2.2M as of Q1 2026.
Aureus Asset Management bought 2,153 Goldman Sachs shares in Q1 2026, an estimated $1.92M.
Goldman Sachs made up 0.15% of Aureus Asset Management's portfolio in Q1 2026, its #70 holding.
Aureus Asset Management first reported a position in Goldman Sachs in Q2 2015 and has held it in 17 quarters since.
Aureus Asset Management's Goldman Sachs position peaked at $9.92M in Q1 2016.
2,985 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Aureus Asset Management's 13F filing for Q1 2026, filed 13 May 2026.