Focused Wealth Management’s Goldman Sachs GS Stock Holding History

Focused 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
2021 Q3	–	Sell	-4,000	Closed	-$26K	–	1039
2021 Q2	$26K	Sell	4,000 -800	-17%	-$286K	﹤0.01%	469
2021 Q1	$25K	Buy	+4,800	New	+$1.49M	﹤0.01%	465
2016 Q2	–	Sell	-200	Closed	-$1K	–	690
2016 Q1	$1K	Sell	200 -115,600	-100%	-$17.9M	﹤0.01%	601
2015 Q4	$586K	Buy	+115,800	New	+$21.5M	0.34%	49
2015 Q2	–	Sell	-78,200	Closed	-$885K	–	675
2015 Q1	$885K	Buy	+78,200	New	+$14.5M	0.54%	38
2014 Q2	–	Hold	0	–	-$582K	–	677
2014 Q1	–	Hold	0	–	–	–	47

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

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

Focused Wealth Management increased its Goldman Sachs (GS) stake by 5.9% in Q1 2026, buying an estimated $283K and bringing the position to 5,694 shares worth $4.82M. The position accounts for 0.5% of the portfolio, ranked #33.

Focused Wealth Management first reported a position in GS in Q3 2013 and has held it in 51 quarters since. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Focused Wealth Management held 5,694 shares of Goldman Sachs worth $4.82M as of Q1 2026.
Focused Wealth Management bought 317 Goldman Sachs shares in Q1 2026, an estimated $283K.
Goldman Sachs made up 0.5% of Focused Wealth Management's portfolio in Q1 2026, its #33 holding.
Focused Wealth Management first reported a position in Goldman Sachs in Q3 2013 and has held it in 51 quarters since.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.