Bay Harbor Wealth Management’s Goldman Sachs GS Stock Holding History

Bay Harbor Wealth Management’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	$47.7K	Buy	56 +6	+12%	+$5.35K	0.01%	121
2025 Q4	$44.1K	Buy	50 +7	+16%	+$5.71K	0.01%	113
2025 Q3	$34.3K	Buy	43 +5	+13%	+$3.71K	0.01%	114
2025 Q2	$26.8K	Buy	38 +3	+9%	+$1.74K	0.01%	120
2025 Q1	$19K	Buy	35 +6	+21%	+$3.61K	0.01%	117
2024 Q4	$16.4K	Buy	29 +1	+4%	+$558	0.01%	119
2024 Q3	$14.1K	Hold	28	–	–	﹤0.01%	115
2024 Q2	$12.8K	Hold	28	–	–	﹤0.01%	114
2024 Q1	$11.8K	Buy	28 +1	+4%	+$388	﹤0.01%	116
2023 Q4	$10.8K	Hold	27	–	–	﹤0.01%	114
2023 Q3	$8.98K	Sell	27 -1	-4%	-$334	﹤0.01%	111
2023 Q2	$8.88K	Buy	28 +1	+4%	+$329	﹤0.01%	113
2023 Q1	$8.94K	Hold	27	–	–	﹤0.01%	110
2022 Q4	$9K	Hold	27	–	–	﹤0.01%	132
2022 Q3	$8K	Hold	27	–	–	﹤0.01%	139
2022 Q2	$8K	Hold	27	–	–	﹤0.01%	140
2022 Q1	$9K	Buy	+27	New	+$9.54K	﹤0.01%	137
2021 Q1	–	Sell	-31	Closed	-$8K	–	301
2020 Q4	$8K	Hold	31	–	–	﹤0.01%	245
2020 Q3	$6K	Hold	31	–	–	﹤0.01%	247
2020 Q2	$6K	Hold	31	–	–	﹤0.01%	234
2020 Q1	$5K	Hold	31	–	–	﹤0.01%	229
2019 Q4	$7K	Hold	31	–	–	﹤0.01%	241
2019 Q3	$6K	Hold	31	–	–	﹤0.01%	259
2019 Q2	$6K	Hold	31	–	–	﹤0.01%	259
2019 Q1	$6K	Hold	31	–	–	﹤0.01%	292
2018 Q4	$5K	Buy	+31	New	+$6.25K	﹤0.01%	285

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

Bay Harbor Wealth Management's GS Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its Goldman Sachs (GS) stake by 12% in Q1 2026, buying an estimated $5.35K and bringing the position to 56 shares worth $47.7K. The position accounts for 0.01% of the portfolio, ranked #121.

Bay Harbor Wealth Management first reported a position in GS in Q4 2018 and has held it in 26 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Bay Harbor Wealth Management held 56 shares of Goldman Sachs worth $47.7K as of Q1 2026.
Bay Harbor Wealth Management bought 6 Goldman Sachs shares in Q1 2026, an estimated $5.35K.
Goldman Sachs made up 0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #121 holding.
Bay Harbor Wealth Management first reported a position in Goldman Sachs in Q4 2018 and has held it in 26 quarters since.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.