Garrett Wealth Advisory Group’s Goldman Sachs GS Stock Holding History

Garrett Wealth Advisory Group’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	$827K	Buy	977 +154	+19%	+$137K	0.15%	52
2025 Q4	$723K	Hold	823	–	–	0.14%	52
2025 Q3	$655K	Hold	823	–	–	0.13%	57
2025 Q2	$582K	Hold	823	–	–	0.12%	57
2025 Q1	$450K	Buy	+823	New	+$495K	0.1%	63
2019 Q4	–	Sell	-39	Closed	-$8.08K	–	285
2019 Q3	$8.08K	Buy	+39	New	+$8.16K	0.01%	305

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

Garrett Wealth Advisory Group's GS Position: Q1 2026 in Review

Garrett Wealth Advisory Group increased its Goldman Sachs (GS) stake by 19% in Q1 2026, buying an estimated $137K and bringing the position to 977 shares worth $827K. The position accounts for 0.15% of the portfolio, ranked #52.

Garrett Wealth Advisory Group first reported a position in GS in Q3 2019 and has held it in 6 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Garrett Wealth Advisory Group held 977 shares of Goldman Sachs worth $827K as of Q1 2026.
Garrett Wealth Advisory Group bought 154 Goldman Sachs shares in Q1 2026, an estimated $137K.
Goldman Sachs made up 0.15% of Garrett Wealth Advisory Group's portfolio in Q1 2026, its #52 holding.
Garrett Wealth Advisory Group first reported a position in Goldman Sachs in Q3 2019 and has held it in 6 quarters since.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q1 2026, filed 27 Apr 2026.