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Burling Wealth Partners’s Goldman Sachs GS Stock Holding History

Burling Wealth 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 		$1.5M Sell
1,771
-163
-8% -$145K 0.24% 80
2025
Q4 		$1.7M Sell
1,934
-37
-2% -$30.2K 0.26% 77
2025
Q3 		$1.57M Sell
1,971
-107
-5% -$79.3K 0.26% 77
2025
Q2 		$1.47M Sell
2,078
-225
-10% -$130K 0.27% 81
2025
Q1 		$1.26M Sell
2,303
-85
-4% -$51.1K 0.26% 86
2024
Q4 		$1.37M Buy
+2,388
New +$1.33M 0.28% 84

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

Burling Wealth Partners's GS Position: Q1 2026 in Review

Burling Wealth Partners reduced its Goldman Sachs (GS) stake by 8.4% in Q1 2026, selling an estimated $145K and leaving 1,771 shares worth $1.5M. The position accounts for 0.24% of the portfolio, ranked #80.

Burling Wealth Partners first reported a position in GS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.7M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Burling Wealth Partners held 1,771 shares of Goldman Sachs worth $1.5M as of Q1 2026.
  • Burling Wealth Partners sold 163 Goldman Sachs shares in Q1 2026, an estimated $145K.
  • Goldman Sachs made up 0.24% of Burling Wealth Partners's portfolio in Q1 2026, its #80 holding.
  • Burling Wealth Partners first reported a position in Goldman Sachs in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's Goldman Sachs position peaked at $1.7M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

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