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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 		$37.7K Hold
100
– – ﹤0.01% 306
2025
Q4 		$17.5K Buy
+100
New +$81.6K ﹤0.01% 312

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. 2,981 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.
  • 2,981 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.