Diversified Portfolios Inc’s Goldman Sachs GS Stock Holding History

Diversified Portfolios Inc’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	$497K	Hold	588	–	–	0.04%	127
2025 Q4	$517K	Buy	588 +30	+5%	+$24.5K	0.04%	128
2025 Q3	$444K	Hold	558	–	–	0.04%	129
2025 Q2	$395K	Sell	558 -3	-0.5%	-$1.74K	0.04%	128
2025 Q1	$306K	Hold	561	–	–	0.03%	124
2024 Q4	$321K	Hold	561	–	–	0.04%	125
2024 Q3	$278K	Sell	561 -44	-7%	-$21.5K	0.03%	124
2024 Q2	$274K	Buy	605 +47	+8%	+$20.6K	0.04%	121
2024 Q1	$233K	Hold	558	–	–	0.03%	120
2023 Q4	$215K	Buy	+558	New	+$186K	0.03%	120
2023 Q2	–	Sell	-926	Closed	-$303K	–	129
2023 Q1	$303K	Buy	+926	New	+$322K	0.07%	113

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

Diversified Portfolios Inc's GS Position: Q1 2026 in Review

Diversified Portfolios Inc held its Goldman Sachs (GS) position steady in Q1 2026 at 588 shares worth $497K. The position accounts for 0.04% of the portfolio, ranked #127.

Diversified Portfolios Inc first reported a position in GS in Q1 2023 and has held it in 11 quarters since. The position peaked at $517K in Q4 2025. 2,984 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Diversified Portfolios Inc held 588 shares of Goldman Sachs worth $497K as of Q1 2026.
Diversified Portfolios Inc left its Goldman Sachs share count unchanged in Q1 2026.
Goldman Sachs made up 0.04% of Diversified Portfolios Inc's portfolio in Q1 2026, its #127 holding.
Diversified Portfolios Inc first reported a position in Goldman Sachs in Q1 2023 and has held it in 11 quarters since.
Diversified Portfolios Inc's Goldman Sachs position peaked at $517K in Q4 2025.
2,984 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.