Bradley & Co Private Wealth Management’s Goldman Sachs GS Stock Holding History

Bradley & Co Private 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
2025 Q4	–	Sell	-53	Closed	-$42.6K	–	221
2025 Q3	$42.6K	Sell	53 -31	-37%	-$23K	0.02%	86
2025 Q2	$59.8K	Buy	84 +49	+140%	+$28.4K	0.04%	68
2025 Q1	$19.1K	Hold	35	–	–	0.01%	103
2024 Q4	$20K	Buy	+35	New	+$19.5K	0.01%	99
2024 Q2	$15.8K	Hold	35	–	–	0.01%	106
2024 Q1	$14.6K	Hold	35	–	–	0.01%	110
2023 Q4	$13.5K	Hold	35	–	–	0.01%	113
2023 Q3	$11.3K	Hold	35	–	–	0.01%	109
2023 Q2	$11.3K	Hold	35	–	–	0.01%	111
2023 Q1	$11.4K	Hold	35	–	–	0.01%	112
2022 Q4	$12K	Hold	35	–	–	0.01%	110
2022 Q3	$10K	Hold	35	–	–	0.01%	126
2022 Q2	$10K	Hold	35	–	–	0.01%	130
2022 Q1	$12K	Hold	35	–	–	0.01%	123
2021 Q4	$13K	Hold	35	–	–	0.01%	128
2021 Q3	$13K	Hold	35	–	–	0.01%	131
2021 Q2	$13K	Hold	35	–	–	0.01%	133
2021 Q1	$11K	Buy	+35	New	+$10.9K	0.01%	137

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bradley & Co Private Wealth Management's GS Position: Q4 2025 in Review

Bradley & Co Private Wealth Management sold out of Goldman Sachs (GS) in Q4 2025, closing a stake of 53 shares — an estimated $42.6K sold.

Bradley & Co Private Wealth Management first reported a position in GS in Q1 2021 and held it in 18 quarters. The position peaked at $59.8K in Q2 2025. 3,022 funds tracked by Wall St. Rank hold GS as of Q4 2025.

Bradley & Co Private Wealth Management reported no remaining Goldman Sachs position as of Q4 2025 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 53 Goldman Sachs shares in Q4 2025, an estimated $42.6K.
Bradley & Co Private Wealth Management first reported a position in Goldman Sachs in Q1 2021 and held it in 18 quarters.
Bradley & Co Private Wealth Management's Goldman Sachs position peaked at $59.8K in Q2 2025.
3,022 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2025.

Based on Bradley & Co Private Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.