Blodgett Wealth Advisors’s Goldman Sachs GS Stock Holding History

Blodgett 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	$211K	Buy	250 +1	+0.4%	+$892	0.17%	63
2025 Q4	$219K	Buy	+249	New	+$203K	0.15%	61
2024 Q2	–	Sell	-825	Closed	-$345K	–	62
2024 Q1	$345K	Sell	825 -175	-18%	-$67.9K	0.31%	41
2023 Q4	$386K	Sell	1,000 -250	-20%	-$83.4K	0.39%	40
2023 Q3	$404K	Hold	1,250	–	–	0.44%	38
2023 Q2	$403K	Sell	1,250 -80	-6%	-$26.3K	0.42%	40
2023 Q1	$435K	Hold	1,330	–	–	0.5%	37
2022 Q4	$457K	Sell	1,330 -250	-16%	-$87K	0.56%	35
2022 Q3	$463K	Sell	1,580 -80	-5%	-$25.9K	0.56%	36
2022 Q2	$493K	Sell	1,660 -340	-17%	-$106K	0.54%	38
2022 Q1	$660K	Hold	2,000	–	–	0.55%	40
2021 Q4	$765K	Buy	+2,000	New	+$792K	0.59%	39

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

Blodgett Wealth Advisors's GS Position: Q1 2026 in Review

Blodgett Wealth Advisors increased its Goldman Sachs (GS) stake by 0.4% in Q1 2026, buying an estimated $892 and bringing the position to 250 shares worth $211K. The position accounts for 0.17% of the portfolio, ranked #63.

Blodgett Wealth Advisors first reported a position in GS in Q4 2021 and has held it in 12 quarters since. The position peaked at $765K in Q4 2021. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Blodgett Wealth Advisors held 250 shares of Goldman Sachs worth $211K as of Q1 2026.
Blodgett Wealth Advisors bought 1 Goldman Sachs share in Q1 2026, an estimated $892.
Goldman Sachs made up 0.17% of Blodgett Wealth Advisors's portfolio in Q1 2026, its #63 holding.
Blodgett Wealth Advisors first reported a position in Goldman Sachs in Q4 2021 and has held it in 12 quarters since.
Blodgett Wealth Advisors's Goldman Sachs position peaked at $765K in Q4 2021.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.