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Birchcreek Wealth Management’s Goldman Sachs GS Stock Holding History

Birchcreek Wealth Management’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 		$607K Hold
717
– – 0.29% 58
2025
Q4 		$630K Sell
717
-70
-9% -$57.1K 0.31% 53
2025
Q3 		$627K Hold
787
– – 0.32% 54
2025
Q2 		$557K Buy
787
+345
+78% +$200K 0.32% 57
2025
Q1 		$241K Buy
442
+2
+0.5% +$1.2K 0.15% 98
2024
Q4 		$252K Buy
+440
New +$245K 0.16% 100

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

Birchcreek Wealth Management's GS Position: Q1 2026 in Review

Birchcreek Wealth Management held its Goldman Sachs (GS) position steady in Q1 2026 at 717 shares worth $607K. The position accounts for 0.29% of the portfolio, ranked #58.

Birchcreek Wealth Management first reported a position in GS in Q4 2024 and has held it in 6 quarters since. The position peaked at $630K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Birchcreek Wealth Management held 717 shares of Goldman Sachs worth $607K as of Q1 2026.
  • Birchcreek Wealth Management left its Goldman Sachs share count unchanged in Q1 2026.
  • Goldman Sachs made up 0.29% of Birchcreek Wealth Management's portfolio in Q1 2026, its #58 holding.
  • Birchcreek Wealth Management first reported a position in Goldman Sachs in Q4 2024 and has held it in 6 quarters since.
  • Birchcreek Wealth Management's Goldman Sachs position peaked at $630K in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.