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D.B. Root & Company’s Goldman Sachs GS Stock Holding History

D.B. Root & Company’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 		$380K Sell
449
-23
-5% -$20.5K 0.09% 136
2025
Q4 		$415K Buy
472
+5
+1% +$4.08K 0.1% 119
2025
Q3 		$372K Buy
467
+14
+3% +$10.4K 0.09% 130
2025
Q2 		$321K Buy
453
+72
+19% +$41.7K 0.09% 145
2025
Q1 		$208K Buy
381
+27
+8% +$16.2K 0.07% 173
2024
Q4 		$203K Buy
+354
New +$197K 0.06% 181

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

D.B. Root & Company's GS Position: Q1 2026 in Review

D.B. Root & Company reduced its Goldman Sachs (GS) stake by 4.9% in Q1 2026, selling an estimated $20.5K and leaving 449 shares worth $380K. The position accounts for 0.09% of the portfolio, ranked #136.

D.B. Root & Company first reported a position in GS in Q4 2024 and has held it in 6 quarters since. The position peaked at $415K in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • D.B. Root & Company held 449 shares of Goldman Sachs worth $380K as of Q1 2026.
  • D.B. Root & Company sold 23 Goldman Sachs shares in Q1 2026, an estimated $20.5K.
  • Goldman Sachs made up 0.09% of D.B. Root & Company's portfolio in Q1 2026, its #136 holding.
  • D.B. Root & Company first reported a position in Goldman Sachs in Q4 2024 and has held it in 6 quarters since.
  • D.B. Root & Company's Goldman Sachs position peaked at $415K in Q4 2025.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.