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Diversify Wealth Management’s Goldman Sachs GS Stock Holding History

Diversify 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 		$5.76M Buy
6,358
+4,943
+349% +$4.41M 0.1% 192
2025
Q4 		$1.33M Sell
1,415
-29
-2% -$23.7K 0.06% 272
2025
Q3 		$1.13M Buy
1,444
+87
+6% +$64.5K 0.07% 258
2025
Q2 		$1.01M Sell
1,357
-46
-3% -$26.7K 0.06% 268
2025
Q1 		$770K Sell
1,403
-19
-1% -$11.4K 0.06% 280
2024
Q4 		$797K Buy
+1,422
New +$793K 0.06% 254

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

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

Diversify Wealth Management increased its Goldman Sachs (GS) stake by 349% in Q1 2026, buying an estimated $4.41M and bringing the position to 6,358 shares worth $5.76M. The position accounts for 0.1% of the portfolio, ranked #192.

Diversify Wealth Management first reported a position in GS in Q4 2024 and has held it in 6 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Diversify Wealth Management held 6,358 shares of Goldman Sachs worth $5.76M as of Q1 2026.
  • Diversify Wealth Management bought 4,943 Goldman Sachs shares in Q1 2026, an estimated $4.41M.
  • Goldman Sachs made up 0.1% of Diversify Wealth Management's portfolio in Q1 2026, its #192 holding.
  • Diversify Wealth Management first reported a position in Goldman Sachs in Q4 2024 and has held it in 6 quarters since.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.