Cordatus Wealth Management’s Goldman Sachs GS Stock Holding History

Cordatus 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	$827K	Buy	978 +48	+5%	+$42.8K	0.2%	86
2025 Q4	$817K	Buy	930 +28	+3%	+$22.8K	0.19%	88
2025 Q3	$718K	Buy	902 +2	+0.2%	+$1.48K	0.17%	92
2025 Q2	$637K	Sell	900 -28	-3%	-$16.2K	0.16%	101
2025 Q1	$507K	Buy	928 +8	+0.9%	+$4.81K	0.14%	108
2024 Q4	$527K	Buy	920 +14	+2%	+$7.81K	0.14%	100
2024 Q3	$449K	Buy	906 +6	+0.7%	+$2.94K	0.16%	90
2024 Q2	$407K	Hold	900	–	–	0.15%	94
2024 Q1	$376K	Hold	900	–	–	0.27%	45
2023 Q4	$347K	Hold	900	–	–	0.29%	40
2023 Q3	$291K	Sell	900 -10	-1%	-$3.34K	0.27%	46
2023 Q2	$294K	Hold	910	–	–	0.11%	112
2023 Q1	$298K	Sell	910 -367	-29%	-$128K	0.38%	51
2022 Q4	$438K	Buy	+1,277	New	+$445K	0.64%	45
2022 Q3	–	Sell	-920	Closed	-$273K	–	98
2022 Q2	$273K	Buy	920 +20	+2%	+$6.23K	0.13%	127
2022 Q1	$297K	Hold	900	–	–	0.1%	138
2021 Q4	$344K	Hold	900	–	–	0.1%	138
2021 Q3	$340K	Buy	+900	New	+$351K	0.26%	62
2021 Q1	$294K	Hold	900	–	–	0.11%	142
2020 Q4	$237K	Buy	+900	New	+$200K	0.1%	139
2020 Q1	–	Sell	-900	Closed	-$207K	–	117
2019 Q4	$207K	Buy	+900	New	+$195K	0.1%	120

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Cordatus Wealth Management increased its Goldman Sachs (GS) stake by 5.2% in Q1 2026, buying an estimated $42.8K and bringing the position to 978 shares worth $827K. The position accounts for 0.2% of the portfolio, ranked #86.

Cordatus Wealth Management first reported a position in GS in Q4 2019 and has held it in 21 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Cordatus Wealth Management held 978 shares of Goldman Sachs worth $827K as of Q1 2026.
Cordatus Wealth Management bought 48 Goldman Sachs shares in Q1 2026, an estimated $42.8K.
Goldman Sachs made up 0.2% of Cordatus Wealth Management's portfolio in Q1 2026, its #86 holding.
Cordatus Wealth Management first reported a position in Goldman Sachs in Q4 2019 and has held it in 21 quarters since.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.