AXS Investments’s Goldman Sachs GS Stock Holding History

AXS Investments’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	$192K	Sell	227 -45	-17%	-$40.1K	0.08%	120
2025 Q4	$239K	Sell	272 -13	-5%	-$10.6K	0.08%	126
2025 Q3	$227K	Buy	+285	New	+$211K	0.07%	125
2025 Q1	–	Sell	-352	Closed	-$202K	–	219
2024 Q4	$202K	Buy	+352	New	+$196K	0.06%	217
2024 Q3	–	Sell	-465	Closed	-$210K	–	235
2024 Q2	$210K	Sell	465 -106	-19%	-$46.5K	0.06%	218
2024 Q1	$239K	Buy	571 +37	+7%	+$14.4K	0.06%	260
2023 Q4	$206K	Sell	534 -52	-9%	-$17.4K	0.05%	285
2023 Q3	$190K	Sell	586 -350	-37%	-$117K	0.05%	265
2023 Q2	$302K	Buy	936 +58	+7%	+$19.1K	0.08%	239
2023 Q1	$287K	Sell	878 -109	-11%	-$37.9K	0.09%	198
2022 Q4	$339K	Sell	987 -223	-18%	-$77.6K	0.12%	180
2022 Q3	$355K	Buy	+1,210	New	+$392K	0.14%	176
2022 Q2	–	Sell	-1,028	Closed	-$339K	–	212
2022 Q1	$339K	Sell	1,028 -400	-28%	-$141K	0.14%	108
2021 Q4	$546K	Buy	+1,428	New	+$565K	0.13%	109
2021 Q3	–	Sell	-752	Closed	-$285K	–	152
2021 Q2	$285K	Buy	752 +38	+5%	+$13.6K	0.09%	148
2021 Q1	$233K	Buy	+714	New	+$222K	0.08%	149

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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