Financial Advisory Partners’s Goldman Sachs GS Stock Holding History

Financial Advisory Partners’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
2025 Q4	–	Sell	-265	Closed	-$211K	–	69
2025 Q3	$211K	Buy	+265	New	+$196K	0.06%	69
2023 Q1	–	Sell	-11,608	Closed	-$3.99M	–	65
2022 Q4	$3.99M	Sell	11,608 -781	-6%	-$272K	1.64%	19
2022 Q3	$3.63M	Buy	12,389 +9	+0.1%	+$2.92K	1.58%	24
2022 Q2	$3.68M	Buy	12,380 +781	+7%	+$243K	1.52%	29
2022 Q1	$3.83M	Buy	11,599 +82	+0.7%	+$29K	1.42%	33
2021 Q4	$4.41M	Buy	+11,517	New	+$4.56M	1.61%	22

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Financial Advisory Partners's GS Position: Q4 2025 in Review

Financial Advisory Partners sold out of Goldman Sachs (GS) in Q4 2025, closing a stake of 265 shares — an estimated $211K sold.

Financial Advisory Partners first reported a position in GS in Q4 2021 and held it in 6 quarters. The position peaked at $4.41M in Q4 2021. 3,022 funds tracked by Wall St. Rank hold GS as of Q4 2025.

Financial Advisory Partners reported no remaining Goldman Sachs position as of Q4 2025 after selling out during the quarter.
Financial Advisory Partners sold 265 Goldman Sachs shares in Q4 2025, an estimated $211K.
Financial Advisory Partners first reported a position in Goldman Sachs in Q4 2021 and held it in 6 quarters.
Financial Advisory Partners's Goldman Sachs position peaked at $4.41M in Q4 2021.
3,022 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2025.

Based on Financial Advisory Partners's 13F filing for Q4 2025, filed 23 Jan 2026.