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Berry Wealth Group’s Goldman Sachs GS Stock Holding History

Berry Wealth Group’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
2025
Q3 		– Sell
-634
Closed -$449K – 63
2025
Q2 		$449K Sell
634
-48
-7% -$27.8K 0.31% 44
2025
Q1 		$373K Buy
682
+46
+7% +$27.7K 0.29% 50
2024
Q4 		$364K Buy
636
+23
+4% +$12.8K 0.26% 47
2024
Q3 		$304K Buy
613
+23
+4% +$11.3K 0.22% 59
2024
Q2 		$267K Sell
590
-6
-1% -$2.63K 0.21% 58
2024
Q1 		$249K Buy
596
+35
+6% +$13.6K 0.21% 65
2023
Q4 		$216K Buy
+561
New +$187K 0.2% 55

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Berry Wealth Group's GS Position: Q3 2025 in Review

Berry Wealth Group sold out of Goldman Sachs (GS) in Q3 2025, closing a stake of 634 shares — an estimated $449K sold.

Berry Wealth Group first reported a position in GS in Q4 2023 and held it in 7 quarters. The position peaked at $449K in Q2 2025. 2,746 funds tracked by Wall St. Rank hold GS as of Q3 2025.

  • Berry Wealth Group reported no remaining Goldman Sachs position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 634 Goldman Sachs shares in Q3 2025, an estimated $449K.
  • Berry Wealth Group first reported a position in Goldman Sachs in Q4 2023 and held it in 7 quarters.
  • Berry Wealth Group's Goldman Sachs position peaked at $449K in Q2 2025.
  • 2,746 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.