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Chung Wu Investment Group’s Goldman Sachs GS Stock Holding History

Chung Wu Investment Group’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 		$1.59M Sell
1,875
-260
-12% -$232K 1.37% 16
2025
Q4 		$1.88M Buy
2,135
+55
+3% +$44.9K 1.53% 14
2025
Q3 		$1.66M Buy
2,080
+1,110
+114% +$823K 1.38% 14
2025
Q2 		$687K Hold
970
– – 0.72% 32
2025
Q1 		$530K Buy
970
+20
+2% +$12K 0.63% 35
2024
Q4 		$544K Buy
+950
New +$530K 0.55% 39

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

Chung Wu Investment Group's GS Position: Q1 2026 in Review

Chung Wu Investment Group reduced its Goldman Sachs (GS) stake by 12% in Q1 2026, selling an estimated $232K and leaving 1,875 shares worth $1.59M. The position accounts for 1.37% of the portfolio, ranked #16.

Chung Wu Investment Group first reported a position in GS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.88M in Q4 2025. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Chung Wu Investment Group held 1,875 shares of Goldman Sachs worth $1.59M as of Q1 2026.
  • Chung Wu Investment Group sold 260 Goldman Sachs shares in Q1 2026, an estimated $232K.
  • Goldman Sachs made up 1.37% of Chung Wu Investment Group's portfolio in Q1 2026, its #16 holding.
  • Chung Wu Investment Group first reported a position in Goldman Sachs in Q4 2024 and has held it in 6 quarters since.
  • Chung Wu Investment Group's Goldman Sachs position peaked at $1.88M in Q4 2025.
  • 2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.