Beacon Harbor Wealth Advisors’s Goldman Sachs GS Stock Holding History

Beacon Harbor Wealth Advisors’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	$348K	Hold	411	–	–	0.07%	61
2025 Q4	$361K	Hold	411	–	–	0.08%	61
2025 Q3	$327K	Hold	411	–	–	0.08%	62
2025 Q2	$291K	Buy	411 +11	+3%	+$6.37K	0.07%	64
2025 Q1	$219K	Hold	400	–	–	0.05%	71
2024 Q4	$229K	Buy	+400	New	+$223K	0.05%	73

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

Beacon Harbor Wealth Advisors's GS Position: Q1 2026 in Review

Beacon Harbor Wealth Advisors held its Goldman Sachs (GS) position steady in Q1 2026 at 411 shares worth $348K. The position accounts for 0.07% of the portfolio, ranked #61.

Beacon Harbor Wealth Advisors first reported a position in GS in Q4 2024 and has held it in 6 quarters since. The position peaked at $361K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Beacon Harbor Wealth Advisors held 411 shares of Goldman Sachs worth $348K as of Q1 2026.
Beacon Harbor Wealth Advisors left its Goldman Sachs share count unchanged in Q1 2026.
Goldman Sachs made up 0.07% of Beacon Harbor Wealth Advisors's portfolio in Q1 2026, its #61 holding.
Beacon Harbor Wealth Advisors first reported a position in Goldman Sachs in Q4 2024 and has held it in 6 quarters since.
Beacon Harbor Wealth Advisors's Goldman Sachs position peaked at $361K in Q4 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.