Dynasty Wealth Management’s Goldman Sachs GS Stock Holding History

Dynasty 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	$2.48M	Sell	2,926 -64	-2%	-$57.1K	0.02%	112
2025 Q4	$2.63M	Buy	2,990 +305	+11%	+$249K	0.03%	115
2025 Q3	$2.14M	Buy	2,685 +1,219	+83%	+$903K	0.03%	113
2025 Q2	$1.04M	Sell	1,466 -465	-24%	-$269K	0.02%	128
2025 Q1	$1.05M	Sell	1,931 -28	-1%	-$16.8K	0.02%	137
2024 Q4	$1.12M	Sell	1,959 -171	-8%	-$95.4K	0.02%	135
2024 Q3	$1.05M	Sell	2,130 -594	-22%	-$291K	0.03%	132
2024 Q2	$1.23M	Buy	2,724 +176	+7%	+$77.2K	0.04%	115
2024 Q1	$1.06M	Buy	+2,548	New	+$989K	0.03%	124

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

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

Dynasty Wealth Management reduced its Goldman Sachs (GS) stake by 2.1% in Q1 2026, selling an estimated $57.1K and leaving 2,926 shares worth $2.48M. The position accounts for 0.02% of the portfolio, ranked #112.

Dynasty Wealth Management first reported a position in GS in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.63M in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Dynasty Wealth Management held 2,926 shares of Goldman Sachs worth $2.48M as of Q1 2026.
Dynasty Wealth Management sold 64 Goldman Sachs shares in Q1 2026, an estimated $57.1K.
Goldman Sachs made up 0.02% of Dynasty Wealth Management's portfolio in Q1 2026, its #112 holding.
Dynasty Wealth Management first reported a position in Goldman Sachs in Q1 2024 and has held it in 9 quarters since.
Dynasty Wealth Management's Goldman Sachs position peaked at $2.63M in Q4 2025.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.