Broadway Wealth Solutions’s Goldman Sachs GS Stock Holding History

Broadway Wealth Solutions’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 Q3	$529K	Sell	587 -15	-2%	-$15.3K	0.24%	35
2026 Q2	$608K	Sell	602 -9	-1%	-$8.78K	0.28%	29
2026 Q1	$517K	Buy	611 +161	+36%	+$144K	0.27%	33
2025 Q4	$396K	Sell	450 -39	-8%	-$31.8K	0.21%	41
2025 Q3	$390K	Sell	489 -6	-1%	-$4.45K	0.22%	40
2025 Q2	$350K	Buy	495 +2	+0.4%	+$1.16K	0.22%	41
2025 Q1	$269K	Sell	493 -46	-9%	-$27.7K	0.2%	66
2024 Q4	$309K	Buy	+539	New	+$301K	0.23%	55

Other funds holding GS

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Broadway Wealth Solutions's GS Position: Q3 2026 in Review

Broadway Wealth Solutions reduced its Goldman Sachs (GS) stake by 2.5% in Q3 2026, selling an estimated $15.3K and leaving 587 shares worth $529K. The position accounts for 0.24% of the portfolio, ranked #35.

Broadway Wealth Solutions first reported a position in GS in Q4 2024 and has held it in 8 quarters since. The position peaked at $608K in Q2 2026. 2,130 funds tracked by Wall St. Rank hold GS as of Q3 2026.

Broadway Wealth Solutions held 587 shares of Goldman Sachs worth $529K as of Q3 2026.
Broadway Wealth Solutions sold 15 Goldman Sachs shares in Q3 2026, an estimated $15.3K.
Goldman Sachs made up 0.24% of Broadway Wealth Solutions's portfolio in Q3 2026, its #35 holding.
Broadway Wealth Solutions first reported a position in Goldman Sachs in Q4 2024 and has held it in 8 quarters since.
Broadway Wealth Solutions's Goldman Sachs position peaked at $608K in Q2 2026.
2,130 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.