Barrett & Company’s Goldman Sachs GS Stock Holding History

Barrett & Company’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	$250K	Buy	296 +2	+0.7%	+$1.78K	0.09%	128
2025 Q4	$259K	Buy	294 +1	+0.3%	+$816	0.09%	130
2025 Q3	$233K	Buy	293 +2	+0.7%	+$1.48K	0.08%	138
2025 Q2	$206K	Buy	291 +1	+0.3%	+$579	0.08%	140
2025 Q1	$159K	Buy	290 +2	+0.7%	+$1.2K	0.07%	153
2024 Q4	$165K	Buy	288 +1	+0.3%	+$558	0.07%	149
2024 Q3	$142K	Sell	287 -48	-14%	-$23.5K	0.06%	162
2024 Q2	$152K	Buy	335 +1	+0.3%	+$439	0.07%	154
2024 Q1	$139K	Buy	334 +2	+0.6%	+$776	0.07%	160
2023 Q4	$128K	Buy	332 +1	+0.3%	+$334	0.07%	160
2023 Q3	$107K	Sell	331 -37	-10%	-$12.4K	0.06%	172
2023 Q2	$119K	Buy	368 +1	+0.3%	+$329	0.07%	167
2023 Q1	$120K	Buy	367 +1	+0.3%	+$348	0.08%	159
2022 Q4	$126K	Hold	366	–	–	0.08%	144
2022 Q3	$126K	Buy	+366	New	+$119K	0.08%	144

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

Barrett & Company's GS Position: Q1 2026 in Review

Barrett & Company increased its Goldman Sachs (GS) stake by 0.68% in Q1 2026, buying an estimated $1.78K and bringing the position to 296 shares worth $250K. The position accounts for 0.09% of the portfolio, ranked #128.

Barrett & Company first reported a position in GS in Q3 2022 and has held it in 15 quarters since. The position peaked at $259K in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Barrett & Company held 296 shares of Goldman Sachs worth $250K as of Q1 2026.
Barrett & Company bought 2 Goldman Sachs shares in Q1 2026, an estimated $1.78K.
Goldman Sachs made up 0.09% of Barrett & Company's portfolio in Q1 2026, its #128 holding.
Barrett & Company first reported a position in Goldman Sachs in Q3 2022 and has held it in 15 quarters since.
Barrett & Company's Goldman Sachs position peaked at $259K in Q4 2025.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.