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Bell & Brown Wealth Advisors’s Goldman Sachs GS Stock Holding History

Bell & Brown 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 		$10.7M Sell
12,614
-616
-5% -$550K 3.46% 6
2025
Q4 		$11.6M Sell
13,230
-617
-4% -$503K 3.74% 5
2025
Q3 		$11M Sell
13,847
-447
-3% -$331K 3.61% 5
2025
Q2 		$10.1M Sell
14,294
-133
-0.9% -$77.1K 3.62% 5
2025
Q1 		$7.88M Sell
14,427
-13
-0.1% -$7.82K 3.07% 8
2024
Q4 		$8.27M Buy
14,440
+63
+0.4% +$35.1K 3.08% 7
2024
Q3 		$7.12M Buy
14,377
+53
+0.4% +$25.9K 2.78% 10
2024
Q2 		$6.48M Buy
14,324
+491
+4% +$215K 2.48% 12
2024
Q1 		$5.78M Sell
13,833
-206
-1% -$79.9K 2.47% 16
2023
Q4 		$5.42M Buy
+14,039
New +$4.69M 2.51% 13
2023
Q2 		$4.41M Buy
13,669
+439
+3% +$144K 2.21% 16
2023
Q1 		$4.33M Sell
13,230
-105
-0.8% -$36.6K 2.31% 13
2022
Q4 		$4.58M Buy
13,335
+248
+2% +$86.3K 2.52% 11
2022
Q3 		$3.83M Sell
13,087
-46
-0.4% -$14.9K 2.37% 11
2022
Q2 		$3.9M Buy
13,133
+22
+0.2% +$6.85K 2.09% 16
2022
Q1 		$4.33M Buy
13,111
+52
+0.4% +$18.4K 1.96% 21
2021
Q4 		$4.9M Buy
13,059
+1,944
+17% +$770K 2.36% 16
2021
Q3 		$4.2M Buy
+11,115
New +$4.34M 2.27% 18
2020
Q3 		$2.21M Buy
10,773
+423
+4% +$86.1K 1.6% 23
2020
Q2 		$2.12M Buy
10,350
+370
+4% +$69.5K 1.65% 24
2020
Q1 		$1.82M Buy
9,980
+374
+4% +$79.4K 1.69% 23
2019
Q4 		$2.37M Sell
9,606
-92
-0.9% -$20K 1.76% 21
2019
Q3 		$1.97M Buy
9,698
+141
+1% +$29.5K 1.62% 24
2019
Q2 		$1.96M Buy
9,557
+371
+4% +$73.4K 1.72% 25
2019
Q1 		$1.76M Buy
9,186
+940
+11% +$181K 1.61% 27
2018
Q4 		$1.38M Buy
8,246
+323
+4% +$65.2K 1.47% 28
2018
Q3 		$1.79M Buy
7,923
+1,100
+16% +$256K 1.66% 23
2018
Q2 		$1.5M Buy
6,823
+373
+6% +$88.9K 1.49% 26
2018
Q1 		$1.52M Sell
6,450
-112
-2% -$29.2K 1.6% 21
2017
Q4 		$1.67M Buy
+6,562
New +$1.61M 1.73% 18

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bell & Brown Wealth Advisors's GS Position: Q1 2026 in Review

Bell & Brown Wealth Advisors reduced its Goldman Sachs (GS) stake by 4.7% in Q1 2026, selling an estimated $550K and leaving 12,614 shares worth $10.7M. The position accounts for 3.46% of the portfolio, ranked #6.

Bell & Brown Wealth Advisors first reported a position in GS in Q4 2017 and has held it in 30 quarters since. The position peaked at $11.6M in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Bell & Brown Wealth Advisors held 12,614 shares of Goldman Sachs worth $10.7M as of Q1 2026.
  • Bell & Brown Wealth Advisors sold 616 Goldman Sachs shares in Q1 2026, an estimated $550K.
  • Goldman Sachs made up 3.46% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #6 holding.
  • Bell & Brown Wealth Advisors first reported a position in Goldman Sachs in Q4 2017 and has held it in 30 quarters since.
  • Bell & Brown Wealth Advisors's Goldman Sachs position peaked at $11.6M in Q4 2025.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.