Eads & Heald Wealth Management’s Goldman Sachs GS Stock Holding History

Eads & Heald 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	$1.35M	Sell	1,598 -118	-7%	-$105K	0.67%	60
2025 Q4	$1.51M	Sell	1,716 -32	-2%	-$26.1K	0.73%	61
2025 Q3	$1.39M	Sell	1,748 -16	-0.9%	-$11.9K	0.66%	63
2025 Q2	$1.25M	Buy	1,764 +7	+0.4%	+$4.06K	0.62%	73
2025 Q1	$960K	Sell	1,757 -210	-11%	-$126K	0.49%	85
2024 Q4	$1.13M	Buy	1,967 +1,385	+238%	+$773K	0.55%	78
2024 Q3	$288K	Buy	582 +30	+5%	+$14.7K	0.14%	126
2024 Q2	$250K	Buy	552 +66	+14%	+$29K	0.12%	129
2024 Q1	$203K	Sell	486 -45	-8%	-$17.5K	0.09%	140
2023 Q4	$205K	Buy	+531	New	+$177K	0.1%	144
2023 Q1	–	Sell	-625	Closed	-$215K	–	145
2022 Q4	$215K	Buy	+625	New	+$218K	0.11%	142
2022 Q1	–	Sell	-602	Closed	-$230K	–	150
2021 Q4	$230K	Buy	+602	New	+$238K	0.1%	142

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

Eads & Heald Wealth Management's GS Position: Q1 2026 in Review

Eads & Heald Wealth Management reduced its Goldman Sachs (GS) stake by 6.9% in Q1 2026, selling an estimated $105K and leaving 1,598 shares worth $1.35M. The position accounts for 0.67% of the portfolio, ranked #60.

Eads & Heald Wealth Management first reported a position in GS in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.51M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Eads & Heald Wealth Management held 1,598 shares of Goldman Sachs worth $1.35M as of Q1 2026.
Eads & Heald Wealth Management sold 118 Goldman Sachs shares in Q1 2026, an estimated $105K.
Goldman Sachs made up 0.67% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #60 holding.
Eads & Heald Wealth Management first reported a position in Goldman Sachs in Q4 2021 and has held it in 12 quarters since.
Eads & Heald Wealth Management's Goldman Sachs position peaked at $1.51M in Q4 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.