De Burlo Group’s Goldman Sachs GS Stock Holding History

De Burlo Group’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	$12.2M	Sell	14,400 -24,800	-63%	-$22.1M	2.76%	12
2025 Q4	$34.5M	Buy	39,200 +3,400	+9%	+$2.77M	4.18%	9
2025 Q3	$28.5M	Buy	35,800 +7,900	+28%	+$5.85M	3.44%	13
2025 Q2	$19.7M	Sell	27,900 -12,900	-32%	-$7.47M	2.6%	15
2025 Q1	$22.3M	Sell	40,800 -4,500	-10%	-$2.71M	3.29%	11
2024 Q4	$25.9M	Buy	45,300 +9,400	+26%	+$5.24M	3.46%	10
2024 Q3	$17.8M	Buy	+35,900	New	+$17.6M	2.19%	19

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

De Burlo Group's GS Position: Q1 2026 in Review

De Burlo Group reduced its Goldman Sachs (GS) stake by 63% in Q1 2026, selling an estimated $22.1M and leaving 14,400 shares worth $12.2M. The position accounts for 2.76% of the portfolio, ranked #12.

De Burlo Group first reported a position in GS in Q3 2024 and has held it in 7 quarters since. The position peaked at $34.5M in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

De Burlo Group held 14,400 shares of Goldman Sachs worth $12.2M as of Q1 2026.
De Burlo Group sold 24,800 Goldman Sachs shares in Q1 2026, an estimated $22.1M.
Goldman Sachs made up 2.76% of De Burlo Group's portfolio in Q1 2026, its #12 holding.
De Burlo Group first reported a position in Goldman Sachs in Q3 2024 and has held it in 7 quarters since.
De Burlo Group's Goldman Sachs position peaked at $34.5M in Q4 2025.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on De Burlo Group's 13F filing for Q1 2026, filed 14 May 2026.