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Balboa Wealth Partners’s Goldman Sachs GS Stock Holding History

Balboa Wealth Partners’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 		$2.32M Sell
2,748
-317
-10% -$283K 0.39% 46
2025
Q4 		$2.69M Sell
3,065
-21
-0.7% -$17.1K 0.45% 41
2025
Q3 		$2.46M Sell
3,086
-26
-0.8% -$19.3K 0.42% 42
2025
Q2 		$2.2M Sell
3,112
-116
-4% -$67.2K 0.44% 46
2025
Q1 		$1.76M Buy
3,228
+152
+5% +$91.5K 0.43% 44
2024
Q4 		$1.76M Buy
3,076
+1,452
+89% +$810K 0.4% 47
2024
Q3 		$804K Buy
1,624
+293
+22% +$143K 0.2% 95
2024
Q2 		$602K Sell
1,331
-127
-9% -$55.7K 0.16% 114
2024
Q1 		$609K Buy
1,458
+121
+9% +$47K 0.18% 106
2023
Q4 		$516K Buy
1,337
+229
+21% +$76.4K 0.17% 110
2023
Q3 		$358K Sell
1,108
-12
-1% -$4.01K 0.13% 129
2023
Q2 		$361K Sell
1,120
-517
-32% -$170K 0.13% 143
2023
Q1 		$535K Buy
1,637
+368
+29% +$128K 0.2% 103
2022
Q4 		$436K Buy
1,269
+1
+0.1% +$348 0.2% 114
2022
Q3 		$372K Buy
+1,268
New +$411K 0.16% 115

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

Balboa Wealth Partners's GS Position: Q1 2026 in Review

Balboa Wealth Partners reduced its Goldman Sachs (GS) stake by 10% in Q1 2026, selling an estimated $283K and leaving 2,748 shares worth $2.32M. The position accounts for 0.39% of the portfolio, ranked #46.

Balboa Wealth Partners first reported a position in GS in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.69M in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Balboa Wealth Partners held 2,748 shares of Goldman Sachs worth $2.32M as of Q1 2026.
  • Balboa Wealth Partners sold 317 Goldman Sachs shares in Q1 2026, an estimated $283K.
  • Goldman Sachs made up 0.39% of Balboa Wealth Partners's portfolio in Q1 2026, its #46 holding.
  • Balboa Wealth Partners first reported a position in Goldman Sachs in Q3 2022 and has held it in 15 quarters since.
  • Balboa Wealth Partners's Goldman Sachs position peaked at $2.69M in Q4 2025.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.