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CBIZ Investment Advisory Services’s Goldman Sachs GS Stock Holding History

CBIZ Investment Advisory Services’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 		$3.38K Sell
4
-103
-96% -$91.9K ﹤0.01% 273
2025
Q4 		$94.1K Hold
107
– – ﹤0.01% 91
2025
Q3 		$85.2K Buy
107
+8
+8% +$5.93K ﹤0.01% 87
2025
Q2 		$70.1K Buy
99
+69
+230% +$40K ﹤0.01% 102
2025
Q1 		$16.4K Buy
+30
New +$18.1K ﹤0.01% 259

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

CBIZ Investment Advisory Services's GS Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Goldman Sachs (GS) stake by 96% in Q1 2026, selling an estimated $91.9K and leaving 4 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

CBIZ Investment Advisory Services first reported a position in GS in Q1 2025 and has held it in 5 quarters since. The position peaked at $94.1K in Q4 2025. 2,979 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • CBIZ Investment Advisory Services held 4 shares of Goldman Sachs worth $3.38K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 103 Goldman Sachs shares in Q1 2026, an estimated $91.9K.
  • Goldman Sachs made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #273 holding.
  • CBIZ Investment Advisory Services first reported a position in Goldman Sachs in Q1 2025 and has held it in 5 quarters since.
  • CBIZ Investment Advisory Services's Goldman Sachs position peaked at $94.1K in Q4 2025.
  • 2,979 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.