Financial Gravity Asset Management’s Goldman Sachs GS Stock Holding History

Financial Gravity Asset 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	$4.23K	Buy	+5	New	+$4.46K	﹤0.01%	667
2025 Q4	–	Sell	-39	Closed	-$31.3K	–	829
2025 Q3	$31.3K	Buy	+39	New	+$28.9K	0.01%	352
2024 Q2	–	Sell	-1	Closed	-$449	–	1860
2024 Q1	$449	Buy	+1	New	+$388	﹤0.01%	1388
2023 Q4	–	Hold	0	–	–	–	1337
2023 Q3	–	Sell	-323	Closed	-$108K	–	1052
2023 Q2	$1.29K	Sell	323 -4	-1%	-$1.31K	﹤0.01%	745
2023 Q1	$2.74K	Sell	327 -16	-5%	-$5.57K	0.08%	251
2022 Q4	$1.36K	Sell	343 -4,345	-93%	-$1.51M	0.01%	605
2022 Q3	$2.55K	Sell	4,688 -658	-12%	-$213K	0.09%	238
2022 Q2	$2.65K	Sell	5,346 -594	-10%	-$185K	0.08%	237
2022 Q1	$2.66K	Sell	5,940 -2,869	-33%	-$1.01M	0.07%	234
2021 Q4	$4.67K	Buy	8,809 +8,797	+73,308%	+$3.48M	0.11%	219
2021 Q3	$378K	Sell	12 -1	-8%	-$391	0.18%	103
2021 Q2	$380K	Hold	13	–	–	0.14%	103
2021 Q1	$4.41K	Buy	13 +12	+1,200%	+$3.74K	0.09%	155
2020 Q4	$0	Buy	+1	New	+$223	﹤0.01%	562
2020 Q2	–	Sell	-13	Closed	-$2K	–	370
2020 Q1	$2K	Hold	13	–	–	0.01%	400
2019 Q4	$230K	Sell	13 -2	-13%	-$434	0.16%	95
2019 Q3	$3K	Buy	15 +5	+50%	+$1.05K	﹤0.01%	811
2019 Q2	$2K	Buy	10 +2	+25%	+$396	﹤0.01%	905
2019 Q1	$2K	Buy	+8	New	+$1.54K	﹤0.01%	943
2018 Q3	$0	Hold	1	–	–	﹤0.01%	1483
2018 Q2	$0	Buy	+1	New	+$238	﹤0.01%	1492

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

Financial Gravity Asset Management's GS Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in Goldman Sachs (GS) in Q1 2026: 5 shares worth $4.23K. The stake represents ﹤0.01% of the portfolio and ranks #667 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in GS as recently as Q3 2025.

Financial Gravity Asset Management first reported a position in GS in Q2 2018 and has held it in 21 quarters since. The position peaked at $380K in Q2 2021. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Financial Gravity Asset Management held 5 shares of Goldman Sachs worth $4.23K as of Q1 2026.
Goldman Sachs was a new Financial Gravity Asset Management position in Q1 2026.
Goldman Sachs made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #667 holding.
Financial Gravity Asset Management first reported a position in Goldman Sachs in Q2 2018 and has held it in 21 quarters since.
Financial Gravity Asset Management's Goldman Sachs position peaked at $380K in Q2 2021.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.