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Flagship Wealth Advisors’s Goldman Sachs GS Stock Holding History

Flagship 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 		$312K Sell
441
-5
-1% -$4.46K 0.13% 80
2025
Q4 		$392K Buy
446
+5
+1% +$4.08K 0.11% 88
2025
Q3 		$351K Hold
441
– – 0.12% 89
2025
Q2 		$312K Buy
441
+10
+2% +$5.79K 0.12% 89
2025
Q1 		$235K Buy
431
+236
+121% +$142K 0.1% 101
2024
Q4 		$112K Buy
+195
New +$109K 0.07% 128

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

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

Flagship Wealth Advisors reduced its Goldman Sachs (GS) stake by 1.1% in Q1 2026, selling an estimated $4.46K and leaving 441 shares worth $312K. The position accounts for 0.13% of the portfolio, ranked #80.

Flagship Wealth Advisors first reported a position in GS in Q4 2024 and has held it in 6 quarters since. The position peaked at $392K in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Flagship Wealth Advisors held 441 shares of Goldman Sachs worth $312K as of Q1 2026.
  • Flagship Wealth Advisors sold 5 Goldman Sachs shares in Q1 2026, an estimated $4.46K.
  • Goldman Sachs made up 0.13% of Flagship Wealth Advisors's portfolio in Q1 2026, its #80 holding.
  • Flagship Wealth Advisors first reported a position in Goldman Sachs in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Goldman Sachs position peaked at $392K in Q4 2025.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.