Daymark Wealth Partners’s Goldman Sachs GS Stock Holding History

Daymark Wealth Partners’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	$26.2M	Sell	30,919 -754	-2%	-$673K	0.82%	27
2025 Q4	$27.8M	Buy	31,673 +258	+0.8%	+$211K	0.89%	24
2025 Q3	$25M	Buy	31,415 +198	+0.6%	+$147K	0.85%	27
2025 Q2	$22.1M	Buy	31,217 +1,239	+4%	+$718K	0.84%	28
2025 Q1	$16.4M	Sell	29,978 -104,104	-78%	-$62.6M	0.7%	36
2024 Q4	$16.8M	Buy	134,082 +548	+0.4%	+$306K	0.71%	33
2024 Q3	$14.2M	Buy	133,534 +999	+0.8%	+$489K	0.6%	40
2024 Q2	$12.6M	Buy	132,535 +1,650	+1%	+$724K	0.58%	41
2024 Q1	$10.9M	Sell	130,885 -60	-0%	-$23.3K	0.59%	45
2023 Q4	$10.1M	Sell	130,945 -1,442	-1%	-$481K	0.62%	38
2023 Q3	$8.97M	Buy	132,387 +109,245	+472%	+$36.5M	0.62%	40
2023 Q2	$7.46M	Buy	23,142 +19,504	+536%	+$6.41M	0.55%	45
2023 Q1	$1.19M	Buy	3,638 +818	+29%	+$285K	0.16%	110
2022 Q4	$968K	Buy	+2,820	New	+$982K	0.17%	94

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T 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

Daymark Wealth Partners's GS Position: Q1 2026 in Review

Daymark Wealth Partners reduced its Goldman Sachs (GS) stake by 2.4% in Q1 2026, selling an estimated $673K and leaving 30,919 shares worth $26.2M. The position accounts for 0.82% of the portfolio, ranked #27.

Daymark Wealth Partners first reported a position in GS in Q4 2022 and has held it in 14 quarters since. The position peaked at $27.8M in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Daymark Wealth Partners held 30,919 shares of Goldman Sachs worth $26.2M as of Q1 2026.
Daymark Wealth Partners sold 754 Goldman Sachs shares in Q1 2026, an estimated $673K.
Goldman Sachs made up 0.82% of Daymark Wealth Partners's portfolio in Q1 2026, its #27 holding.
Daymark Wealth Partners first reported a position in Goldman Sachs in Q4 2022 and has held it in 14 quarters since.
Daymark Wealth Partners's Goldman Sachs position peaked at $27.8M in Q4 2025.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.