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Etesian Wealth Advisors’s Goldman Sachs GS Stock Holding History

Etesian Wealth Advisors’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 		$887K Sell
1,048
-232
-18% -$207K 0.28% 75
2025
Q4 		$1.13M Sell
1,280
-62
-5% -$50.6K 0.35% 68
2025
Q3 		$1.07M Sell
1,342
-99
-7% -$73.4K 0.35% 67
2025
Q2 		$1.02M Sell
1,441
-27
-2% -$15.6K 0.38% 66
2025
Q1 		$802K Hold
1,468
– – 0.35% 73
2024
Q4 		$841K Sell
1,468
-40
-3% -$22.3K 0.37% 70
2024
Q3 		$747K Sell
1,508
-240
-14% -$117K 0.34% 81
2024
Q2 		$791K Sell
1,748
-41
-2% -$18K 0.44% 66
2024
Q1 		$747K Sell
1,789
-51
-3% -$19.8K 0.43% 73
2023
Q4 		$711K Sell
1,840
-11
-0.6% -$3.67K 0.43% 70
2023
Q3 		$599K Sell
1,851
-9
-0.5% -$3.01K 0.4% 75
2023
Q2 		$600K Buy
1,860
+35
+2% +$11.5K 0.39% 79
2023
Q1 		$597K Hold
1,825
– – 0.4% 76
2022
Q4 		$627K Buy
+1,825
New +$635K 0.46% 75

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

Etesian Wealth Advisors's GS Position: Q1 2026 in Review

Etesian Wealth Advisors reduced its Goldman Sachs (GS) stake by 18% in Q1 2026, selling an estimated $207K and leaving 1,048 shares worth $887K. The position accounts for 0.28% of the portfolio, ranked #75.

Etesian Wealth Advisors first reported a position in GS in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.13M in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Etesian Wealth Advisors held 1,048 shares of Goldman Sachs worth $887K as of Q1 2026.
  • Etesian Wealth Advisors sold 232 Goldman Sachs shares in Q1 2026, an estimated $207K.
  • Goldman Sachs made up 0.28% of Etesian Wealth Advisors's portfolio in Q1 2026, its #75 holding.
  • Etesian Wealth Advisors first reported a position in Goldman Sachs in Q4 2022 and has held it in 14 quarters since.
  • Etesian Wealth Advisors's Goldman Sachs position peaked at $1.13M in Q4 2025.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.