Bell Investment Advisors’s Goldman Sachs GS Stock Holding History

Bell Investment 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	$217K	Sell	257 -19	-7%	-$16.9K	0.03%	115
2025 Q4	$243K	Buy	276 +29	+12%	+$23.7K	0.04%	111
2025 Q3	$197K	Hold	247	–	–	0.03%	120
2025 Q2	$175K	Buy	247 +24	+11%	+$13.9K	0.03%	122
2025 Q1	$122K	Buy	223 +4	+2%	+$2.41K	0.02%	132
2024 Q4	$125K	Sell	219 -3	-1%	-$1.67K	0.02%	129
2024 Q3	$110K	Hold	222	–	–	0.02%	141
2024 Q2	$100K	Hold	222	–	–	0.02%	137
2024 Q1	$92.7K	Buy	222 +1	+0.5%	+$388	0.02%	142
2023 Q4	$85.3K	Buy	221 +24	+12%	+$8.01K	0.02%	147
2023 Q3	$63.7K	Sell	197 -26	-12%	-$8.69K	0.01%	158
2023 Q2	$71.9K	Buy	223 +10	+5%	+$3.29K	0.02%	139
2023 Q1	$69.7K	Sell	213 -5	-2%	-$1.74K	0.02%	135
2022 Q4	$74.9K	Buy	218 +25	+13%	+$8.7K	0.02%	124
2022 Q3	$57K	Buy	193 +49	+34%	+$15.9K	0.02%	122
2022 Q2	$43K	Buy	+144	New	+$44.8K	0.01%	152
2021 Q4	$62K	Buy	162 +5	+3%	+$1.98K	0.02%	135
2021 Q3	$59K	Buy	+157	New	+$61.3K	0.02%	124

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

Bell Investment Advisors's GS Position: Q1 2026 in Review

Bell Investment Advisors reduced its Goldman Sachs (GS) stake by 6.9% in Q1 2026, selling an estimated $16.9K and leaving 257 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #115.

Bell Investment Advisors first reported a position in GS in Q3 2021 and has held it in 18 quarters since. The position peaked at $243K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Bell Investment Advisors held 257 shares of Goldman Sachs worth $217K as of Q1 2026.
Bell Investment Advisors sold 19 Goldman Sachs shares in Q1 2026, an estimated $16.9K.
Goldman Sachs made up 0.03% of Bell Investment Advisors's portfolio in Q1 2026, its #115 holding.
Bell Investment Advisors first reported a position in Goldman Sachs in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's Goldman Sachs position peaked at $243K in Q4 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.