Focus Partners Wealth
GS icon

Focus Partners Wealth’s Goldman Sachs GS Stock Holding History

Focus Partners Wealth’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 		$220M Sell
259,987
-14,324
-5% -$12.8M 0.24% 90
2025
Q4 		$241M Sell
274,311
-81,156
-23% -$66.2M 0.27% 74
2025
Q3 		$188M Buy
355,467
+157,914
+80% +$117M 0.3% 65
2025
Q2 		$140M Buy
197,553
+23,915
+14% +$13.9M 0.3% 64
2025
Q1 		$94.9M Sell
173,638
-3,212
-2% -$1.93M 0.24% 90
2024
Q4 		$101M Buy
176,850
+80,296
+83% +$44.8M 0.26% 79
2024
Q3 		$47.8M Sell
96,554
-1,720
-2% -$841K 0.15% 145
2024
Q2 		$44.5M Buy
98,274
+55,053
+127% +$24.2M 0.15% 145
2024
Q1 		$18.1M Buy
43,221
+41,563
+2,507% +$16.1M 0.15% 155
2023
Q4 		$640K Buy
+1,658
New +$553K 0.01% 534

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

Focus Partners Wealth's GS Position: Q1 2026 in Review

Focus Partners Wealth reduced its Goldman Sachs (GS) stake by 5.2% in Q1 2026, selling an estimated $12.8M and leaving 259,987 shares worth $220M. The position accounts for 0.24% of the portfolio, ranked #90.

Focus Partners Wealth first reported a position in GS in Q4 2023 and has held it in 10 quarters since. The position peaked at $241M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Focus Partners Wealth held 259,987 shares of Goldman Sachs worth $220M as of Q1 2026.
  • Focus Partners Wealth sold 14,324 Goldman Sachs shares in Q1 2026, an estimated $12.8M.
  • Goldman Sachs made up 0.24% of Focus Partners Wealth's portfolio in Q1 2026, its #90 holding.
  • Focus Partners Wealth first reported a position in Goldman Sachs in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Goldman Sachs position peaked at $241M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.