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Family Management’s Goldman Sachs GS Stock Holding History

Family 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 		$276K Buy
326
+51
+19% +$45.5K 0.03% 220
2025
Q4 		$242K Buy
+275
New +$224K 0.03% 206
2020
Q1 		– Sell
-11,285
Closed -$2.6M – 171
2019
Q4 		$2.6M Buy
11,285
+49
+0.4% +$10.6K 0.9% 36
2019
Q3 		$2.33M Buy
+11,236
New +$2.35M 0.87% 37

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

Family Management's GS Position: Q1 2026 in Review

Family Management increased its Goldman Sachs (GS) stake by 19% in Q1 2026, buying an estimated $45.5K and bringing the position to 326 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #220.

Family Management first reported a position in GS in Q3 2019 and has held it in 4 quarters since. The position peaked at $2.6M in Q4 2019. 2,985 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Family Management held 326 shares of Goldman Sachs worth $276K as of Q1 2026.
  • Family Management bought 51 Goldman Sachs shares in Q1 2026, an estimated $45.5K.
  • Goldman Sachs made up 0.03% of Family Management's portfolio in Q1 2026, its #220 holding.
  • Family Management first reported a position in Goldman Sachs in Q3 2019 and has held it in 4 quarters since.
  • Family Management's Goldman Sachs position peaked at $2.6M in Q4 2019.
  • 2,985 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Family Management's 13F filing for Q1 2026, filed 15 May 2026.