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CreativeOne Wealth’s Goldman Sachs GS Stock Holding History

CreativeOne Wealth’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 		$6.28M Sell
7,418
-27
-0.4% -$24.1K 0.15% 127
2025
Q4 		$6.54M Buy
7,445
+242
+3% +$197K 0.16% 115
2025
Q3 		$5.74M Buy
7,203
+137
+2% +$102K 0.14% 134
2025
Q2 		$5M Buy
7,066
+127
+2% +$73.6K 0.13% 152
2025
Q1 		$3.79M Buy
6,939
+1,623
+31% +$977K 0.11% 174
2024
Q4 		$3.04M Buy
5,316
+951
+22% +$530K 0.09% 200
2024
Q3 		$2.16M Buy
4,365
+1,020
+30% +$499K 0.07% 251
2024
Q2 		$1.51M Sell
3,345
-528
-14% -$232K 0.08% 235
2024
Q1 		$1.62M Buy
3,873
+510
+15% +$198K 0.06% 265
2023
Q4 		$1.3M Sell
3,363
-74
-2% -$24.7K 0.08% 214
2023
Q3 		$1.11M Sell
3,437
-470
-12% -$157K 0.08% 225
2023
Q2 		$1.26M Sell
3,907
-513
-12% -$169K 0.06% 287
2023
Q1 		$1.45M Buy
4,420
+20
+0.5% +$6.96K 0.07% 249
2022
Q4 		$1.51M Sell
4,400
-286
-6% -$99.6K 0.08% 212
2022
Q3 		$1.37M Buy
4,686
+179
+4% +$58K 0.08% 207
2022
Q2 		$1.34M Buy
4,507
+317
+8% +$98.7K 0.07% 211
2022
Q1 		$1.38M Sell
4,190
-4,276
-51% -$1.51M 0.07% 222
2021
Q4 		$3.24M Buy
8,466
+526
+7% +$208K 0.16% 98
2021
Q3 		$2.99M Buy
7,940
+82
+1% +$32K 0.18% 107
2021
Q2 		$2.98M Buy
7,858
+511
+7% +$183K 0.18% 110
2021
Q1 		$2.4M Buy
7,347
+53
+0.7% +$16.5K 0.18% 101
2020
Q4 		$1.92M Buy
7,294
+5,249
+257% +$1.17M 0.16% 105
2020
Q3 		$411K Buy
2,045
+80
+4% +$16.3K 0.06% 178
2020
Q2 		$388K Sell
1,965
-13
-0.7% -$2.44K 0.06% 170
2020
Q1 		$306K Buy
1,978
+61
+3% +$12.9K 0.06% 149
2019
Q4 		$441K Buy
1,917
+59
+3% +$12.8K 0.07% 116
2019
Q3 		$385K Sell
1,858
-83
-4% -$17.4K 0.07% 108
2019
Q2 		$397K Buy
1,941
+36
+2% +$7.13K 0.08% 101
2019
Q1 		$365K Buy
1,905
+183
+11% +$35.3K 0.1% 84
2018
Q4 		$288K Buy
+1,722
New +$347K 0.1% 84

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

CreativeOne Wealth's GS Position: Q1 2026 in Review

CreativeOne Wealth reduced its Goldman Sachs (GS) stake by 0.36% in Q1 2026, selling an estimated $24.1K and leaving 7,418 shares worth $6.28M. The position accounts for 0.15% of the portfolio, ranked #127.

CreativeOne Wealth first reported a position in GS in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.54M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • CreativeOne Wealth held 7,418 shares of Goldman Sachs worth $6.28M as of Q1 2026.
  • CreativeOne Wealth sold 27 Goldman Sachs shares in Q1 2026, an estimated $24.1K.
  • Goldman Sachs made up 0.15% of CreativeOne Wealth's portfolio in Q1 2026, its #127 holding.
  • CreativeOne Wealth first reported a position in Goldman Sachs in Q4 2018 and has held it in 30 quarters since.
  • CreativeOne Wealth's Goldman Sachs position peaked at $6.54M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.