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Circle Wealth Management’s Goldman Sachs GS Stock Holding History

Circle 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 		$17.4M Buy
20,578
+1
+0% +$892 0.25% 30
2025
Q4 		$18.1M Sell
20,577
-2,750
-12% -$2.24M 0.28% 30
2025
Q3 		$18.6M Buy
23,327
+1
+0% +$741 0.36% 27
2025
Q2 		$16.5M Buy
23,326
+399
+2% +$231K 0.36% 26
2025
Q1 		$12.5M Sell
22,927
-491
-2% -$295K 0.29% 26
2024
Q4 		$13.4M Buy
23,418
+130
+0.6% +$72.5K 0.28% 27
2024
Q3 		$11.5M Sell
23,288
-684
-3% -$335K 0.26% 27
2024
Q2 		$10.8M Sell
23,972
-1,443
-6% -$633K 0.25% 28
2024
Q1 		$10.6M Buy
25,415
+23
+0.1% +$8.93K 0.26% 28
2023
Q4 		$9.8M Sell
25,392
-7,111
-22% -$2.37M 0.25% 29
2023
Q3 		$8.69M Buy
32,503
+47
+0.1% +$15.7K 0.22% 29
2023
Q2 		$8.65M Sell
32,456
-133
-0.4% -$43.7K 1.14% 13
2023
Q1 		$8.82M Sell
32,589
-525
-2% -$183K 1.27% 13
2022
Q4 		$9.44M Sell
33,114
-26
-0.1% -$9.05K 1.46% 11
2022
Q3 		$8.07M Buy
33,140
+31
+0.1% +$10K 1.33% 11
2022
Q2 		$8.18M Buy
33,109
+180
+0.5% +$56K 1.3% 12
2022
Q1 		$9.07M Buy
32,929
+747
+2% +$264K 1.19% 11
2021
Q4 		$10.2M Buy
32,182
+56
+0.2% +$22.2K 1.33% 11
2021
Q3 		$10.1M Sell
32,126
-2,140
-6% -$836K 1.45% 9
2021
Q2 		$10.2M Buy
34,266
+7,848
+30% +$2.81M 1.46% 9
2021
Q1 		$8.64M Sell
26,418
-830
-3% -$258K 1.38% 10
2020
Q4 		$7.19M Sell
27,248
-3,093
-10% -$689K 1.03% 14
2020
Q3 		$6.1M Sell
30,341
-18,324
-38% -$3.73M 1.01% 16
2020
Q2 		$9.62M Buy
48,665
+2,738
+6% +$514K 1.68% 8
2020
Q1 		$7.1M Sell
45,927
-316
-0.7% -$67.1K 1.38% 10
2019
Q4 		$10.6M Buy
46,243
+1,405
+3% +$305K 1.84% 9
2019
Q3 		$9.3M Buy
44,838
+7,638
+21% +$1.6M 1.98% 7
2019
Q2 		$7.61M Sell
37,200
-14,131
-28% -$2.8M 1.65% 7
2019
Q1 		$9.86M Buy
51,331
+1,555
+3% +$300K 2.21% 6
2018
Q4 		$7.18M Sell
49,776
-3,795
-7% -$766K 2.69% 7
2018
Q3 		$12M Sell
53,571
-201
-0.4% -$46.8K 3.79% 5
2018
Q2 		$11.9M Buy
53,772
+795
+2% +$190K 4.03% 4
2018
Q1 		$13.3M Buy
52,977
+5,275
+11% +$1.37M 4.81% 4
2017
Q4 		$12.2M Buy
47,702
+7,122
+18% +$1.75M 4.6% 4
2017
Q3 		$9.63M Buy
40,580
+227
+0.6% +$51.2K 3.95% 5
2017
Q2 		$8.95M Sell
40,353
-4,629
-10% -$1.03M 3.96% 5
2017
Q1 		$10.3M Buy
44,982
+87
+0.2% +$21K 4.96% 4
2016
Q4 		$10.8M Buy
+44,895
New +$9.12M 5.74% 4

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

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

Circle Wealth Management increased its Goldman Sachs (GS) stake by 0% in Q1 2026, buying an estimated $892 and bringing the position to 20,578 shares worth $17.4M. The position accounts for 0.25% of the portfolio, ranked #30.

Circle Wealth Management first reported a position in GS in Q4 2016 and has held it in 38 quarters since. The position peaked at $18.6M in Q3 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Circle Wealth Management held 20,578 shares of Goldman Sachs worth $17.4M as of Q1 2026.
  • Circle Wealth Management bought 1 Goldman Sachs share in Q1 2026, an estimated $892.
  • Goldman Sachs made up 0.25% of Circle Wealth Management's portfolio in Q1 2026, its #30 holding.
  • Circle Wealth Management first reported a position in Goldman Sachs in Q4 2016 and has held it in 38 quarters since.
  • Circle Wealth Management's Goldman Sachs position peaked at $18.6M in Q3 2025.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.