Brio Consultants’s Goldman Sachs GS Stock Holding History

Brio Consultants’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	$251K	Buy	273 +29	+12%	+$25.9K	0.03%	129
2025 Q4	$214K	Buy	+244	New	+$199K	0.03%	140

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

Brio Consultants's GS Position: Q1 2026 in Review

Brio Consultants increased its Goldman Sachs (GS) stake by 12% in Q1 2026, buying an estimated $25.9K and bringing the position to 273 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #129.

Brio Consultants first reported a position in GS in Q4 2025 and has held it in 2 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Brio Consultants held 273 shares of Goldman Sachs worth $251K as of Q1 2026.
Brio Consultants bought 29 Goldman Sachs shares in Q1 2026, an estimated $25.9K.
Goldman Sachs made up 0.03% of Brio Consultants's portfolio in Q1 2026, its #129 holding.
Brio Consultants first reported a position in Goldman Sachs in Q4 2025 and has held it in 2 quarters since.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.