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Boyce & Associates Wealth Consulting’s Goldman Sachs GS Stock Holding History

Boyce & Associates Wealth Consulting’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 		– Sell
-315
Closed -$277K – 82
2025
Q4 		$277K Buy
+315
New +$257K 0.23% 60

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

Boyce & Associates Wealth Consulting's GS Position: Q1 2026 in Review

Boyce & Associates Wealth Consulting sold out of Goldman Sachs (GS) in Q1 2026, closing a stake of 315 shares — an estimated $277K sold.

Boyce & Associates Wealth Consulting first reported a position in GS in Q4 2025 and held it in 1 quarter. The position peaked at $277K in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Boyce & Associates Wealth Consulting reported no remaining Goldman Sachs position as of Q1 2026 after selling out during the quarter.
  • Boyce & Associates Wealth Consulting sold 315 Goldman Sachs shares in Q1 2026, an estimated $277K.
  • Boyce & Associates Wealth Consulting first reported a position in Goldman Sachs in Q4 2025 and held it in 1 quarter.
  • Boyce & Associates Wealth Consulting's Goldman Sachs position peaked at $277K in Q4 2025.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q1 2026, filed 13 Apr 2026.