Bellwether Advisors’s Goldman Sachs GS Stock Holding History

Bellwether 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	$3.8M	Buy	+4,487	New	+$4M	0.64%	39
2025 Q2	–	Sell	-4	Closed	-$2.19K	–	603
2025 Q1	$2.19K	Hold	4	–	–	﹤0.01%	428
2024 Q4	$2.29K	Buy	+4	New	+$2.23K	﹤0.01%	439
2023 Q2	–	Sell	-4	Closed	-$1.31K	–	235
2023 Q1	$1.31K	Hold	4	–	–	﹤0.01%	360
2022 Q4	$1.37K	Hold	4	–	–	﹤0.01%	371
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	429
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	358
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	503
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	531
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	506
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	402
2021 Q1	$1K	Hold	4	–	–	﹤0.01%	376
2020 Q4	$1K	Buy	+4	New	+$890	﹤0.01%	314

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

Bellwether Advisors's GS Position: Q1 2026 in Review

Bellwether Advisors opened a new position in Goldman Sachs (GS) in Q1 2026: 4,487 shares worth $3.8M. The stake represents 0.64% of the portfolio and ranks #39 among its holdings. This is a return to the name: Bellwether Advisors previously reported a position in GS as recently as Q1 2025.

Bellwether Advisors first reported a position in GS in Q4 2020 and has held it in 13 quarters since. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Bellwether Advisors held 4,487 shares of Goldman Sachs worth $3.8M as of Q1 2026.
Goldman Sachs was a new Bellwether Advisors position in Q1 2026.
Goldman Sachs made up 0.64% of Bellwether Advisors's portfolio in Q1 2026, its #39 holding.
Bellwether Advisors first reported a position in Goldman Sachs in Q4 2020 and has held it in 13 quarters since.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.