Finer Wealth Management’s Goldman Sachs GS Stock Holding History

Finer 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	$571K	Sell	675 -8	-1%	-$7.14K	0.29%	56
2025 Q4	$600K	Sell	683 -118	-15%	-$96.3K	0.29%	51
2025 Q3	$638K	Sell	801 -6	-0.7%	-$4.45K	0.32%	50
2025 Q2	$571K	Sell	807 -184	-19%	-$107K	0.31%	52
2025 Q1	$542K	Buy	991 +2	+0.2%	+$1.2K	0.32%	55
2024 Q4	$566K	Sell	989 -75	-7%	-$41.8K	0.32%	55
2024 Q3	$527K	Sell	1,064 -1	-0.1%	-$489	0.33%	56
2024 Q2	$482K	Sell	1,065 -643	-38%	-$282K	0.31%	55
2024 Q1	$713K	Sell	1,708 -361	-17%	-$140K	0.47%	42
2023 Q4	$798K	Sell	2,069 -343	-14%	-$114K	0.59%	39
2023 Q3	$780K	Sell	2,412 -235	-9%	-$78.5K	0.62%	37
2023 Q2	$854K	Sell	2,647 -102	-4%	-$33.5K	0.67%	36
2023 Q1	$899K	Buy	2,749 +471	+21%	+$164K	0.76%	35
2022 Q4	$782K	Buy	2,278 +670	+42%	+$233K	0.73%	37
2022 Q3	$471K	Buy	1,608 +366	+29%	+$119K	0.46%	52
2022 Q2	$369K	Buy	1,242 +594	+92%	+$185K	0.34%	61
2022 Q1	$214K	Sell	648 -23	-3%	-$8.12K	0.17%	79
2021 Q4	$257K	Buy	+671	New	+$266K	0.21%	73

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

Finer Wealth Management's GS Position: Q1 2026 in Review

Finer Wealth Management reduced its Goldman Sachs (GS) stake by 1.2% in Q1 2026, selling an estimated $7.14K and leaving 675 shares worth $571K. The position accounts for 0.29% of the portfolio, ranked #56.

Finer Wealth Management first reported a position in GS in Q4 2021 and has held it in 18 quarters since. The position peaked at $899K in Q1 2023. 2,983 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Finer Wealth Management held 675 shares of Goldman Sachs worth $571K as of Q1 2026.
Finer Wealth Management sold 8 Goldman Sachs shares in Q1 2026, an estimated $7.14K.
Goldman Sachs made up 0.29% of Finer Wealth Management's portfolio in Q1 2026, its #56 holding.
Finer Wealth Management first reported a position in Goldman Sachs in Q4 2021 and has held it in 18 quarters since.
Finer Wealth Management's Goldman Sachs position peaked at $899K in Q1 2023.
2,983 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.