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Badgley Phelps Wealth Managers’s Goldman Sachs GS Stock Holding History

Badgley Phelps Wealth Managers’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 		$646K Sell
763
-9
-1% -$8.03K 0.01% 226
2025
Q4 		$679K Sell
772
-1
-0.1% -$816 0.01% 216
2025
Q3 		$616K Buy
773
+18
+2% +$13.3K 0.01% 213
2025
Q2 		$534K Sell
755
-39
-5% -$22.6K 0.01% 211
2025
Q1 		$434K Buy
794
+200
+34% +$120K 0.01% 222
2024
Q4 		$340K Buy
594
+81
+16% +$45.2K 0.01% 242
2024
Q3 		$254K Hold
513
– – 0.01% 262
2024
Q2 		$232K Sell
513
-35
-6% -$15.4K 0.01% 241
2024
Q1 		$229K Sell
548
-25
-4% -$9.7K 0.01% 237
2023
Q4 		$221K Buy
+573
New +$191K 0.01% 233
2023
Q1 		– Sell
-775
Closed -$266K – 212
2022
Q4 		$266K Buy
775
+42
+6% +$14.6K 0.01% 187
2022
Q3 		$215K Sell
733
-123
-14% -$39.9K 0.01% 184
2022
Q2 		$254K Sell
856
-160
-16% -$49.8K 0.01% 178
2022
Q1 		$335K Buy
1,016
+15
+1% +$5.3K 0.01% 173
2021
Q4 		$383K Sell
1,001
-1
-0.1% -$396 0.01% 171
2021
Q3 		$379K Buy
+1,002
New +$391K 0.01% 168

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

Badgley Phelps Wealth Managers's GS Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Goldman Sachs (GS) stake by 1.2% in Q1 2026, selling an estimated $8.03K and leaving 763 shares worth $646K. The position accounts for 0.01% of the portfolio, ranked #226.

Badgley Phelps Wealth Managers first reported a position in GS in Q3 2021 and has held it in 16 quarters since. The position peaked at $679K in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Badgley Phelps Wealth Managers held 763 shares of Goldman Sachs worth $646K as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 9 Goldman Sachs shares in Q1 2026, an estimated $8.03K.
  • Goldman Sachs made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #226 holding.
  • Badgley Phelps Wealth Managers first reported a position in Goldman Sachs in Q3 2021 and has held it in 16 quarters since.
  • Badgley Phelps Wealth Managers's Goldman Sachs position peaked at $679K in Q4 2025.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.