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Cherry Tree Wealth Management’s Goldman Sachs GS Stock Holding History

Cherry Tree 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 		$12.7K Hold
15
– – ﹤0.01% 387
2025
Q4 		$13.2K Sell
15
-10
-40% -$8.16K ﹤0.01% 393
2025
Q3 		$19.9K Sell
25
-15
-38% -$11.1K ﹤0.01% 343
2025
Q2 		$28.3K Hold
40
– – 0.01% 301
2025
Q1 		$21.9K Buy
40
+15
+60% +$9.03K 0.01% 344
2024
Q4 		$14.3K Hold
25
– – ﹤0.01% 371
2024
Q3 		$12.4K Hold
25
– – ﹤0.01% 392
2024
Q2 		$11.3K Hold
25
– – ﹤0.01% 380
2024
Q1 		$10.4K Hold
25
– – ﹤0.01% 370
2023
Q4 		$9.64K Hold
25
– – ﹤0.01% 355
2023
Q3 		$8.09K Hold
25
– – ﹤0.01% 359
2023
Q2 		$8.06K Buy
+25
New +$8.22K ﹤0.01% 356

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cherry Tree Wealth Management's GS Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Goldman Sachs (GS) position steady in Q1 2026 at 15 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Cherry Tree Wealth Management first reported a position in GS in Q2 2023 and has held it in 12 quarters since. The position peaked at $28.3K in Q2 2025. 3,004 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Cherry Tree Wealth Management held 15 shares of Goldman Sachs worth $12.7K as of Q1 2026.
  • Cherry Tree Wealth Management left its Goldman Sachs share count unchanged in Q1 2026.
  • Goldman Sachs made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #387 holding.
  • Cherry Tree Wealth Management first reported a position in Goldman Sachs in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Goldman Sachs position peaked at $28.3K in Q2 2025.
  • 3,004 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.