Bedel Financial Consulting’s Goldman Sachs GS Stock Holding History

Bedel Financial Consulting’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	$361K	Buy	427 +35	+9%	+$31.2K	0.04%	204
2025 Q4	$345K	Sell	392 -5	-1%	-$4.08K	0.04%	205
2025 Q3	$316K	Hold	397	–	–	0.04%	214
2025 Q2	$281K	Hold	397	–	–	0.04%	225
2025 Q1	$218K	Buy	397 +24	+6%	+$14.4K	0.03%	246
2024 Q4	$241K	Buy	+373	New	+$208K	0.03%	231
2022 Q2	–	Sell	-356	Closed	-$118K	–	462
2022 Q1	$118K	Sell	356 -64	-15%	-$22.6K	0.04%	247
2021 Q4	$161K	Buy	420 +64	+18%	+$25.3K	0.05%	213
2021 Q3	$135K	Hold	356	–	–	0.05%	225
2021 Q2	$135K	Buy	356 +50	+16%	+$17.9K	0.05%	228
2021 Q1	$100K	Buy	306 +100	+49%	+$31.1K	0.04%	256
2020 Q4	$54K	Hold	206	–	–	0.02%	306
2020 Q3	$41K	Hold	206	–	–	0.02%	329
2020 Q2	$41K	Hold	206	–	–	0.02%	302
2020 Q1	$32K	Sell	206 -445	-68%	-$94.5K	0.02%	323
2019 Q4	$150K	Buy	651 +12	+2%	+$2.6K	0.09%	168
2019 Q3	$132K	Hold	639	–	–	0.08%	176
2019 Q2	$131K	Hold	639	–	–	0.08%	177
2019 Q1	$123K	Hold	639	–	–	0.08%	175
2018 Q4	$107K	Hold	639	–	–	0.08%	172
2018 Q3	$141K	Hold	639	–	–	0.09%	161
2018 Q2	$141K	Hold	639	–	–	0.1%	161
2018 Q1	$161K	Buy	+639	New	+$166K	0.12%	151

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

Bedel Financial Consulting's GS Position: Q1 2026 in Review

Bedel Financial Consulting increased its Goldman Sachs (GS) stake by 8.9% in Q1 2026, buying an estimated $31.2K and bringing the position to 427 shares worth $361K. The position accounts for 0.04% of the portfolio, ranked #204.

Bedel Financial Consulting first reported a position in GS in Q1 2018 and has held it in 23 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Bedel Financial Consulting held 427 shares of Goldman Sachs worth $361K as of Q1 2026.
Bedel Financial Consulting bought 35 Goldman Sachs shares in Q1 2026, an estimated $31.2K.
Goldman Sachs made up 0.04% of Bedel Financial Consulting's portfolio in Q1 2026, its #204 holding.
Bedel Financial Consulting first reported a position in Goldman Sachs in Q1 2018 and has held it in 23 quarters since.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Bedel Financial Consulting's 13F filing for Q1 2026, filed 4 May 2026.