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Forza Wealth Management’s Goldman Sachs GS Stock Holding History

Forza 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
2025
Q1 		– Sell
-447
Closed -$256K – 181
2024
Q4 		$256K Hold
447
– – 0.12% 162
2024
Q3 		$221K Buy
+447
New +$219K 0.1% 170

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Forza Wealth Management's GS Position: Q1 2025 in Review

Forza Wealth Management sold out of Goldman Sachs (GS) in Q1 2025, closing a stake of 447 shares — an estimated $256K sold.

Forza Wealth Management first reported a position in GS in Q3 2024 and held it in 2 quarters. The position peaked at $256K in Q4 2024. 2,487 funds tracked by Wall St. Rank hold GS as of Q1 2025.

  • Forza Wealth Management reported no remaining Goldman Sachs position as of Q1 2025 after selling out during the quarter.
  • Forza Wealth Management sold 447 Goldman Sachs shares in Q1 2025, an estimated $256K.
  • Forza Wealth Management first reported a position in Goldman Sachs in Q3 2024 and held it in 2 quarters.
  • Forza Wealth Management's Goldman Sachs position peaked at $256K in Q4 2024.
  • 2,487 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2025.

Based on Forza Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.