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Buck Wealth Strategies’s Goldman Sachs GS Stock Holding History

Buck Wealth Strategies’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 		$10.1M Buy
11,935
+297
+3% +$265K 1.25% 36
2025
Q4 		$10.2M Buy
11,638
+10,770
+1,241% +$8.79M 1.3% 33
2025
Q3 		$691K Buy
868
+520
+149% +$385K 0.09% 99
2025
Q2 		$246K Buy
+348
New +$202K 0.04% 140

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

Buck Wealth Strategies's GS Position: Q1 2026 in Review

Buck Wealth Strategies increased its Goldman Sachs (GS) stake by 2.6% in Q1 2026, buying an estimated $265K and bringing the position to 11,935 shares worth $10.1M. The position accounts for 1.25% of the portfolio, ranked #36.

Buck Wealth Strategies first reported a position in GS in Q2 2025 and has held it in 4 quarters since. The position peaked at $10.2M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Buck Wealth Strategies held 11,935 shares of Goldman Sachs worth $10.1M as of Q1 2026.
  • Buck Wealth Strategies bought 297 Goldman Sachs shares in Q1 2026, an estimated $265K.
  • Goldman Sachs made up 1.25% of Buck Wealth Strategies's portfolio in Q1 2026, its #36 holding.
  • Buck Wealth Strategies first reported a position in Goldman Sachs in Q2 2025 and has held it in 4 quarters since.
  • Buck Wealth Strategies's Goldman Sachs position peaked at $10.2M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Buck Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.