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CWM
Cranbrook Wealth Management’s
Goldman Sachs
GS
Stock Holding History
Cranbrook 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
$254K
Hold
300
–
–
0.05%
114
2025
Q4
$264K
Hold
300
–
–
0.05%
110
2025
Q3
$239K
Sell
300
-17
-5%
-$12.6K
0.05%
118
2025
Q2
$224K
Buy
317
+12
+4%
+$6.95K
0.05%
114
2025
Q1
$167K
Buy
305
+5
+2%
+$3.01K
0.04%
119
2024
Q4
$172K
Hold
300
–
–
0.04%
118
2024
Q3
$149K
Hold
300
–
–
0.03%
125
2024
Q2
$136K
Hold
300
–
–
0.03%
127
2024
Q1
$125K
Hold
300
–
–
0.03%
117
2023
Q4
$116K
Hold
300
–
–
0.03%
122
2023
Q3
$97.1K
Hold
300
–
–
0.03%
120
2023
Q2
$96.8K
Hold
300
–
–
0.03%
123
2023
Q1
$98.1K
Buy
+300
New
+$104K
0.03%
118
2021
Q1
–
Sell
-40
Closed
-$11K
–
400
2020
Q4
$11K
Buy
+40
New
+$8.9K
﹤0.01%
233
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30.48%
1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
VCM
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$4.04T AUM
VPM
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$1.91T AUM
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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