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Dakota Wealth Management’s Goldman Sachs GS Stock Holding History

Dakota 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 		$11.4M Sell
13,525
-4,690
-26% -$4.18M 0.25% 93
2025
Q4 		$16M Sell
18,215
-1,984
-10% -$1.62M 0.28% 64
2025
Q3 		$16.1M Buy
20,199
+3,889
+24% +$2.88M 0.32% 63
2025
Q2 		$11.5M Buy
16,310
+456
+3% +$264K 0.24% 86
2025
Q1 		$8.66M Sell
15,854
-199
-1% -$120K 0.2% 102
2024
Q4 		$9.19M Sell
16,053
-170
-1% -$94.8K 0.21% 102
2024
Q3 		$8.03M Buy
16,223
+325
+2% +$159K 0.18% 112
2024
Q2 		$7.19M Sell
15,898
-151
-0.9% -$66.3K 0.17% 112
2024
Q1 		$6.7M Buy
16,049
+3,738
+30% +$1.45M 0.17% 126
2023
Q4 		$4.75M Buy
12,311
+315
+3% +$105K 0.18% 131
2023
Q3 		$3.88M Sell
11,996
-1,099
-8% -$367K 0.17% 134
2023
Q2 		$4.22M Buy
13,095
+10,066
+332% +$3.31M 0.2% 111
2023
Q1 		$991K Sell
3,029
-114
-4% -$39.7K 0.07% 235
2022
Q4 		$1.08M Buy
3,143
+615
+24% +$214K 0.08% 214
2022
Q3 		$741K Buy
2,528
+77
+3% +$24.9K 0.06% 264
2022
Q2 		$728K Sell
2,451
-3,802
-61% -$1.18M 0.07% 228
2022
Q1 		$2.06M Sell
6,253
-4,412
-41% -$1.56M 0.17% 146
2021
Q4 		$4.08M Buy
10,665
+104
+1% +$41.2K 0.43% 59
2021
Q3 		$3.99M Buy
10,561
+1,737
+20% +$678K 0.46% 58
2021
Q2 		$3.35M Buy
8,824
+4,649
+111% +$1.66M 0.4% 74
2021
Q1 		$1.36M Buy
4,175
+2,948
+240% +$918K 0.18% 126
2020
Q4 		$324K Buy
1,227
+226
+23% +$50.3K 0.04% 246
2020
Q3 		$201K Sell
1,001
-14
-1% -$2.85K 0.03% 270
2020
Q2 		$201K Buy
+1,015
New +$191K 0.03% 255

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

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

Dakota Wealth Management reduced its Goldman Sachs (GS) stake by 26% in Q1 2026, selling an estimated $4.18M and leaving 13,525 shares worth $11.4M. The position accounts for 0.25% of the portfolio, ranked #93.

Dakota Wealth Management first reported a position in GS in Q2 2020 and has held it in 24 quarters since. The position peaked at $16.1M in Q3 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Dakota Wealth Management held 13,525 shares of Goldman Sachs worth $11.4M as of Q1 2026.
  • Dakota Wealth Management sold 4,690 Goldman Sachs shares in Q1 2026, an estimated $4.18M.
  • Goldman Sachs made up 0.25% of Dakota Wealth Management's portfolio in Q1 2026, its #93 holding.
  • Dakota Wealth Management first reported a position in Goldman Sachs in Q2 2020 and has held it in 24 quarters since.
  • Dakota Wealth Management's Goldman Sachs position peaked at $16.1M in Q3 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.