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Cornerstone Wealth Group’s Goldman Sachs GS Stock Holding History

Cornerstone Wealth 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 		$6.42M Sell
6,933
-1,687
-20% -$1.5M 0.41% 69
2025
Q4 		$7.58M Buy
8,620
+56
+0.7% +$45.7K 0.52% 56
2025
Q3 		$6.82M Buy
8,564
+14
+0.2% +$10.4K 0.46% 60
2025
Q2 		$6.05M Buy
8,550
+334
+4% +$194K 0.45% 62
2025
Q1 		$4.49M Sell
8,216
-897
-10% -$540K 0.37% 79
2024
Q4 		$5.22M Sell
9,113
-115
-1% -$64.1K 0.43% 62
2024
Q3 		$4.57M Buy
9,228
+31
+0.3% +$15.2K 0.38% 71
2024
Q2 		$4.16M Buy
9,197
+229
+3% +$100K 0.37% 69
2024
Q1 		$3.75M Sell
8,968
-2,806
-24% -$1.09M 0.34% 74
2023
Q4 		$4.54M Buy
11,774
+27
+0.2% +$9.01K 0.65% 43
2023
Q3 		$3.8M Buy
11,747
+240
+2% +$80.2K 0.67% 50
2023
Q2 		$3.71M Buy
11,507
+349
+3% +$115K 0.67% 60
2023
Q1 		$3.65M Sell
11,158
-53
-0.5% -$18.4K 0.65% 58
2022
Q4 		$3.85M Sell
11,211
-189
-2% -$65.8K 0.73% 46
2022
Q3 		$3.34M Buy
11,400
+85
+0.8% +$27.5K 0.74% 50
2022
Q2 		$3.36M Buy
11,315
+1,411
+14% +$439K 0.7% 54
2022
Q1 		$3.27M Sell
9,904
-3,496
-26% -$1.23M 0.6% 66
2021
Q4 		$5.13M Buy
13,400
+571
+4% +$226K 0.88% 35
2021
Q3 		$4.85M Sell
12,829
-1,640
-11% -$640K 0.86% 26
2021
Q2 		$5.13M Buy
14,469
+838
+6% +$300K 1.05% 21
2021
Q1 		$4.57M Buy
13,631
+3,071
+29% +$956K 0.93% 24
2020
Q4 		$2.79M Buy
+10,560
New +$2.35M 0.68% 51

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

Cornerstone Wealth Group's GS Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its Goldman Sachs (GS) stake by 20% in Q1 2026, selling an estimated $1.5M and leaving 6,933 shares worth $6.42M. The position accounts for 0.41% of the portfolio, ranked #69.

Cornerstone Wealth Group first reported a position in GS in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.58M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Cornerstone Wealth Group held 6,933 shares of Goldman Sachs worth $6.42M as of Q1 2026.
  • Cornerstone Wealth Group sold 1,687 Goldman Sachs shares in Q1 2026, an estimated $1.5M.
  • Goldman Sachs made up 0.41% of Cornerstone Wealth Group's portfolio in Q1 2026, its #69 holding.
  • Cornerstone Wealth Group first reported a position in Goldman Sachs in Q4 2020 and has held it in 22 quarters since.
  • Cornerstone Wealth Group's Goldman Sachs position peaked at $7.58M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.