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Destination Wealth Management’s Goldman Sachs GS Stock Holding History

Destination 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 		$1.7M Buy
2,013
+280
+16% +$250K 0.04% 138
2025
Q4 		$1.52M Sell
1,733
-80
-4% -$65.3K 0.04% 138
2025
Q3 		$1.44M Buy
1,813
+901
+99% +$668K 0.04% 129
2025
Q2 		$645K Buy
912
+14
+2% +$8.11K 0.02% 155
2025
Q1 		$490K Buy
898
+45
+5% +$27.1K 0.02% 166
2024
Q4 		$488K Buy
+853
New +$476K 0.02% 161
2019
Q3 		– Sell
-253
Closed -$52K – 275
2019
Q2 		$52K Sell
253
-4
-2% -$792 ﹤0.01% 269
2019
Q1 		$49K Sell
257
-1,579
-86% -$305K ﹤0.01% 265
2018
Q4 		$307K Sell
1,836
-1,455
-44% -$294K 0.02% 120
2018
Q3 		$738K Buy
3,291
+2,753
+512% +$640K 0.04% 106
2018
Q2 		$119K Sell
538
-64,462
-99% -$15.4M 0.01% 170
2018
Q1 		$109K Buy
+65,000
New +$16.9M 0.01% 183
2015
Q3 		– Sell
-1,773
Closed -$370K – 158
2015
Q2 		$370K Buy
+1,773
New +$361K 0.02% 189

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

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

Destination Wealth Management increased its Goldman Sachs (GS) stake by 16% in Q1 2026, buying an estimated $250K and bringing the position to 2,013 shares worth $1.7M. The position accounts for 0.04% of the portfolio, ranked #138.

Destination Wealth Management first reported a position in GS in Q2 2015 and has held it in 13 quarters since. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Destination Wealth Management held 2,013 shares of Goldman Sachs worth $1.7M as of Q1 2026.
  • Destination Wealth Management bought 280 Goldman Sachs shares in Q1 2026, an estimated $250K.
  • Goldman Sachs made up 0.04% of Destination Wealth Management's portfolio in Q1 2026, its #138 holding.
  • Destination Wealth Management first reported a position in Goldman Sachs in Q2 2015 and has held it in 13 quarters since.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

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