Cahaba Wealth Management’s Goldman Sachs GS Stock Holding History

Cahaba Wealth Management’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	$257K	Sell	303 -21	-6%	-$18.7K	0.02%	130
2025 Q4	$285K	Hold	324	–	–	0.02%	117
2025 Q3	$258K	Sell	324 -71	-18%	-$52.6K	0.02%	128
2025 Q2	$280K	Sell	395 -100	-20%	-$57.9K	0.02%	126
2025 Q1	$271K	Buy	495 +41	+9%	+$24.7K	0.02%	122
2024 Q4	$260K	Hold	454	–	–	0.02%	128
2024 Q3	$225K	Sell	454 -7	-2%	-$3.42K	0.02%	135
2024 Q2	$209K	Buy	+461	New	+$202K	0.02%	142
2023 Q1	–	Sell	-621	Closed	-$213K	–	147
2022 Q4	$213K	Buy	+621	New	+$216K	0.03%	137
2022 Q2	–	Sell	-743	Closed	-$226K	–	137
2022 Q1	$226K	Sell	743 -25	-3%	-$8.83K	0.03%	132
2021 Q4	$294K	Sell	768 -14	-2%	-$5.54K	0.04%	119
2021 Q3	$295K	Buy	+782	New	+$305K	0.04%	110

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

Cahaba Wealth Management's GS Position: Q1 2026 in Review

Cahaba Wealth Management reduced its Goldman Sachs (GS) stake by 6.5% in Q1 2026, selling an estimated $18.7K and leaving 303 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #130.

Cahaba Wealth Management first reported a position in GS in Q3 2021 and has held it in 12 quarters since. The position peaked at $295K in Q3 2021. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Cahaba Wealth Management held 303 shares of Goldman Sachs worth $257K as of Q1 2026.
Cahaba Wealth Management sold 21 Goldman Sachs shares in Q1 2026, an estimated $18.7K.
Goldman Sachs made up 0.02% of Cahaba Wealth Management's portfolio in Q1 2026, its #130 holding.
Cahaba Wealth Management first reported a position in Goldman Sachs in Q3 2021 and has held it in 12 quarters since.
Cahaba Wealth Management's Goldman Sachs position peaked at $295K in Q3 2021.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Cahaba Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.