DHJJ Financial Advisors’s Goldman Sachs GS Stock Holding History

DHJJ Financial Advisors’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	$129K	Hold	152	–	–	0.04%	255
2025 Q4	$134K	Hold	152	–	–	0.04%	236
2025 Q3	$121K	Hold	152	–	–	0.04%	229
2025 Q2	$108K	Hold	152	–	–	0.04%	241
2025 Q1	$83.1K	Hold	152	–	–	0.03%	243
2024 Q4	$87.1K	Hold	152	–	–	0.03%	238
2024 Q3	$75.3K	Hold	152	–	–	0.03%	250
2024 Q2	$68.8K	Hold	152	–	–	0.03%	238
2024 Q1	$63.5K	Hold	152	–	–	0.03%	235
2023 Q4	$58.7K	Hold	152	–	–	0.03%	238
2023 Q3	$49.2K	Buy	+152	New	+$50.8K	0.03%	247

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

DHJJ Financial Advisors's GS Position: Q1 2026 in Review

DHJJ Financial Advisors held its Goldman Sachs (GS) position steady in Q1 2026 at 152 shares worth $129K. The position accounts for 0.04% of the portfolio, ranked #255.

DHJJ Financial Advisors first reported a position in GS in Q3 2023 and has held it in 11 quarters since. The position peaked at $134K in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

DHJJ Financial Advisors held 152 shares of Goldman Sachs worth $129K as of Q1 2026.
DHJJ Financial Advisors left its Goldman Sachs share count unchanged in Q1 2026.
Goldman Sachs made up 0.04% of DHJJ Financial Advisors's portfolio in Q1 2026, its #255 holding.
DHJJ Financial Advisors first reported a position in Goldman Sachs in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's Goldman Sachs position peaked at $134K in Q4 2025.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.