Baldwin Wealth Partners’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-294
Closed -$258K 233
2025
Q4
$258K Hold
294
0.02% 216
2025
Q3
$234K Sell
294
-11
-4% -$8.15K 0.02% 212
2025
Q2
$216K Buy
+305
New +$177K 0.01% 208
2024
Q4
Sell
-243
Closed -$120K 562
2024
Q3
$120K Buy
243
+215
+768% +$105K 0.01% 395
2024
Q2
$12.7K Sell
28
-27
-49% -$11.8K ﹤0.01% 516
2024
Q1
$23K Hold
55
﹤0.01% 469
2023
Q4
$21.2K Buy
55
+15
+38% +$5.01K ﹤0.01% 493
2023
Q3
$12.9K Hold
40
﹤0.01% 557
2023
Q2
$12.9K Sell
40
-425
-91% -$140K ﹤0.01% 578
2023
Q1
$152K Buy
465
+11
+2% +$3.83K 0.01% 268
2022
Q4
$156K Hold
454
0.01% 263
2022
Q3
$134K Buy
454
+75
+20% +$24.3K 0.02% 208
2022
Q2
$113K Hold
379
0.01% 241
2022
Q1
$126K Buy
379
+350
+1,207% +$124K 0.01% 250
2021
Q4
$11K Hold
29
﹤0.01% 498
2021
Q3
$11K Hold
29
﹤0.01% 507
2021
Q2
$11K Hold
29
﹤0.01% 526
2021
Q1
$9K Hold
29
﹤0.01% 522
2020
Q4
$8K Hold
29
﹤0.01% 469
2020
Q3
$6K Hold
29
﹤0.01% 461
2020
Q2
$6K Buy
29
+4
+16% +$751 ﹤0.01% 463
2020
Q1
$4K Hold
25
﹤0.01% 481
2019
Q4
$6K Hold
25
﹤0.01% 474
2019
Q3
$5K Hold
25
﹤0.01% 475
2019
Q2
$5K Sell
25
-50
-67% -$9.9K ﹤0.01% 468
2019
Q1
$14K Buy
75
+50
+200% +$9.65K ﹤0.01% 424
2018
Q4
$4K Hold
25
﹤0.01% 473
2018
Q3
$6K Hold
25
﹤0.01% 478
2018
Q2
$6K Hold
25
﹤0.01% 474
2018
Q1
$6K Sell
25
-1,000
-98% -$260K ﹤0.01% 449
2017
Q4
$261K Hold
1,025
0.04% 179
2017
Q3
$243K Hold
1,025
0.04% 177
2017
Q2
$227K Hold
1,025
0.04% 180
2017
Q1
$235K Hold
1,025
0.04% 175
2016
Q4
$245K Hold
1,025
0.04% 166
2016
Q3
$165K Buy
1,025
+116
+13% +$18.9K 0.03% 191
2016
Q2
$135K Sell
909
-291
-24% -$45.4K 0.03% 187
2016
Q1
$188K Buy
+1,200
New +$186K 0.03% 202

Other funds holding GS

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

Baldwin Wealth Partners sold out of Goldman Sachs (GS) in Q1 2026, closing a stake of 294 shares — an estimated $258K sold.

Baldwin Wealth Partners first reported a position in GS in Q1 2016 and held it in 38 quarters. The position peaked at $261K in Q4 2017. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Baldwin Wealth Partners reported no remaining Goldman Sachs position as of Q1 2026 after selling out during the quarter.
  • Baldwin Wealth Partners sold 294 Goldman Sachs shares in Q1 2026, an estimated $258K.
  • Baldwin Wealth Partners first reported a position in Goldman Sachs in Q1 2016 and held it in 38 quarters.
  • Baldwin Wealth Partners's Goldman Sachs position peaked at $261K in Q4 2017.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Baldwin Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.