Drive Wealth Management’s Goldman Sachs GS Stock Holding History

Drive 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	$785K	Sell	928 -85	-8%	-$75.8K	0.17%	116
2025 Q4	$890K	Buy	1,013 +46	+5%	+$37.5K	0.17%	103
2025 Q3	$770K	Buy	967 +26	+3%	+$19.3K	0.16%	108
2025 Q2	$666K	Buy	941 +43	+5%	+$24.9K	0.15%	125
2025 Q1	$491K	Sell	898 -23	-2%	-$13.8K	0.12%	139
2024 Q4	$527K	Buy	921 +24	+3%	+$13.4K	0.13%	126
2024 Q3	$444K	Buy	897 +34	+4%	+$16.6K	0.12%	149
2024 Q2	$390K	Buy	863 +33	+4%	+$14.5K	0.11%	163
2024 Q1	$347K	Buy	830 +11	+1%	+$4.27K	0.1%	180
2023 Q4	$316K	Buy	819 +103	+14%	+$34.4K	0.1%	190
2023 Q3	$232K	Buy	716 +32	+5%	+$10.7K	0.08%	215
2023 Q2	$221K	Sell	684 -17	-2%	-$5.59K	0.08%	231
2023 Q1	$229K	Buy	701 +88	+14%	+$30.6K	0.1%	225
2022 Q4	$210K	Buy	+613	New	+$213K	0.11%	210

Other funds holding GS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 $1.47T 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 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