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Broadleaf Partners’s Goldman Sachs GS Stock Holding History

Broadleaf Partners’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 		$10.6M Sell
12,540
-5,141
-29% -$4.59M 2.47% 14
2025
Q4 		$15.5M Sell
17,681
-43
-0.2% -$35.1K 3.28% 9
2025
Q3 		$14.1M Sell
17,724
-316
-2% -$234K 2.94% 9
2025
Q2 		$12.8M Sell
18,040
-53
-0.3% -$30.7K 2.81% 13
2025
Q1 		$9.88M Buy
18,093
+5,603
+45% +$3.37M 2.59% 12
2024
Q4 		$7.15M Sell
12,490
-107
-0.8% -$59.7K 1.67% 24
2024
Q3 		$6.24M Buy
+12,597
New +$6.16M 1.48% 26
2023
Q2 		– Sell
-14,585
Closed -$4.77M – 77
2023
Q1 		$4.77M Buy
14,585
+270
+2% +$94K 1.7% 27
2022
Q4 		$4.92M Sell
14,315
-180
-1% -$62.7K 1.94% 25
2022
Q3 		$4.25M Sell
14,495
-33
-0.2% -$10.7K 1.77% 25
2022
Q2 		$4.32M Buy
14,528
+326
+2% +$101K 1.8% 25
2022
Q1 		$4.69M Sell
14,202
-7,006
-33% -$2.47M 1.56% 27
2021
Q4 		$8.11M Sell
21,208
-159
-0.7% -$62.9K 2.49% 16
2021
Q3 		$8.08M Buy
21,367
+1,083
+5% +$423K 2.67% 10
2021
Q2 		$7.7M Sell
20,284
-665
-3% -$238K 2.68% 9
2021
Q1 		$6.85M Buy
20,949
+789
+4% +$246K 2.58% 12
2020
Q4 		$5.32M Sell
20,160
-82
-0.4% -$18.3K 2.1% 20
2020
Q3 		$4.07M Buy
20,242
+6,924
+52% +$1.41M 1.79% 22
2020
Q2 		$2.63M Sell
13,318
-11,474
-46% -$2.15M 1.29% 27
2020
Q1 		$3.83M Sell
24,792
-29
-0.1% -$6.16K 2.47% 13
2019
Q4 		$5.71M Buy
24,821
+4,210
+20% +$914K 3.12% 11
2019
Q3 		$4.27M Buy
20,611
+463
+2% +$96.8K 2.67% 14
2019
Q2 		$4.12M Buy
+20,148
New +$3.99M 2.64% 15

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

Broadleaf Partners's GS Position: Q1 2026 in Review

Broadleaf Partners reduced its Goldman Sachs (GS) stake by 29% in Q1 2026, selling an estimated $4.59M and leaving 12,540 shares worth $10.6M. The position accounts for 2.47% of the portfolio, ranked #14.

Broadleaf Partners first reported a position in GS in Q2 2019 and has held it in 23 quarters since. The position peaked at $15.5M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Broadleaf Partners held 12,540 shares of Goldman Sachs worth $10.6M as of Q1 2026.
  • Broadleaf Partners sold 5,141 Goldman Sachs shares in Q1 2026, an estimated $4.59M.
  • Goldman Sachs made up 2.47% of Broadleaf Partners's portfolio in Q1 2026, its #14 holding.
  • Broadleaf Partners first reported a position in Goldman Sachs in Q2 2019 and has held it in 23 quarters since.
  • Broadleaf Partners's Goldman Sachs position peaked at $15.5M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Broadleaf Partners's 13F filing for Q1 2026, filed 14 May 2026.