CWM
GS icon

Compass Wealth Management’s Goldman Sachs GS Stock Holding History

Compass 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
2025
Q2 		– Sell
-65
Closed -$35.5K – 251
2025
Q1 		$35.5K Sell
65
-20
-24% -$12K 0.01% 271
2024
Q4 		$48.7K Hold
85
– – 0.01% 245
2024
Q3 		$42.1K Hold
85
– – 0.01% 272
2024
Q2 		$38.4K Hold
85
– – 0.01% 277
2024
Q1 		$35.5K Hold
85
– – 0.01% 282
2023
Q4 		$32.8K Hold
85
– – 0.01% 279
2023
Q3 		$27.5K Hold
85
– – 0.01% 289
2023
Q2 		$27.4K Sell
85
-45
-35% -$14.8K 0.01% 297
2023
Q1 		$42.5K Hold
130
– – 0.01% 255
2022
Q4 		$44.6K Buy
+130
New +$45.3K 0.01% 246

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Compass Wealth Management's GS Position: Q2 2025 in Review

Compass Wealth Management sold out of Goldman Sachs (GS) in Q2 2025, closing a stake of 65 shares — an estimated $35.5K sold.

Compass Wealth Management first reported a position in GS in Q4 2022 and held it in 10 quarters. The position peaked at $48.7K in Q4 2024. 2,600 funds tracked by Wall St. Rank hold GS as of Q2 2025.

  • Compass Wealth Management reported no remaining Goldman Sachs position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 65 Goldman Sachs shares in Q2 2025, an estimated $35.5K.
  • Compass Wealth Management first reported a position in Goldman Sachs in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Goldman Sachs position peaked at $48.7K in Q4 2024.
  • 2,600 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.