Cassaday & Co Wealth Management’s Goldman Sachs GS Stock Holding History

Cassaday & Co 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	$1.26M	Sell	1,488 -40	-3%	-$35.7K	0.03%	117
2025 Q4	$1.34M	Buy	1,528 +40	+3%	+$32.6K	0.03%	113
2025 Q3	$1.18M	Buy	1,488 +13	+0.9%	+$9.63K	0.03%	120
2025 Q2	$1.04M	Sell	1,475 -9	-0.6%	-$5.21K	0.03%	125
2025 Q1	$811K	Sell	1,484 -16	-1%	-$9.63K	0.02%	137
2024 Q4	$859K	Buy	1,500 +5	+0.3%	+$2.79K	0.02%	131
2024 Q3	$740K	Sell	1,495 -5	-0.3%	-$2.45K	0.02%	145
2024 Q2	$678K	Buy	1,500 +11	+0.7%	+$4.83K	0.02%	147
2024 Q1	$622K	Buy	1,489 +18	+1%	+$6.99K	0.02%	152
2023 Q4	$567K	Buy	1,471 +152	+12%	+$50.7K	0.02%	154
2023 Q3	$427K	Sell	1,319 -706	-35%	-$236K	0.02%	163
2023 Q2	$653K	Sell	2,025 -47	-2%	-$15.5K	0.03%	128
2023 Q1	$678K	Buy	2,072 +56	+3%	+$19.5K	0.03%	131
2022 Q4	$692K	Buy	+2,016	New	+$702K	0.03%	124

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

Cassaday & Co Wealth Management's GS Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its Goldman Sachs (GS) stake by 2.6% in Q1 2026, selling an estimated $35.7K and leaving 1,488 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #117.

Cassaday & Co Wealth Management first reported a position in GS in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.34M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Cassaday & Co Wealth Management held 1,488 shares of Goldman Sachs worth $1.26M as of Q1 2026.
Cassaday & Co Wealth Management sold 40 Goldman Sachs shares in Q1 2026, an estimated $35.7K.
Goldman Sachs made up 0.03% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #117 holding.
Cassaday & Co Wealth Management first reported a position in Goldman Sachs in Q4 2022 and has held it in 14 quarters since.
Cassaday & Co Wealth Management's Goldman Sachs position peaked at $1.34M in Q4 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.