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Gitterman Wealth Management’s Goldman Sachs GS Stock Holding History

Gitterman 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
Q3 		$368K Buy
462
+413
+843% +$306K 0.08% 66
2025
Q2 		$34.9K Sell
49
-629
-93% -$364K 0.01% 297
2025
Q1 		$371K Buy
+678
New +$408K 0.1% 58
2024
Q4 		– Sell
-524
Closed -$260K – 141
2024
Q3 		$260K Buy
+524
New +$256K 0.11% 80

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gitterman Wealth Management's GS Position: Q3 2025 in Review

Gitterman Wealth Management increased its Goldman Sachs (GS) stake by 843% in Q3 2025, buying an estimated $306K and bringing the position to 462 shares worth $368K. The position accounts for 0.08% of the portfolio, ranked #66.

Gitterman Wealth Management first reported a position in GS in Q3 2024 and has held it in 4 quarters since. The position peaked at $371K in Q1 2025. 2,739 funds tracked by Wall St. Rank hold GS as of Q3 2025.

  • Gitterman Wealth Management held 462 shares of Goldman Sachs worth $368K as of Q3 2025.
  • Gitterman Wealth Management bought 413 Goldman Sachs shares in Q3 2025, an estimated $306K.
  • Goldman Sachs made up 0.08% of Gitterman Wealth Management's portfolio in Q3 2025, its #66 holding.
  • Gitterman Wealth Management first reported a position in Goldman Sachs in Q3 2024 and has held it in 4 quarters since.
  • Gitterman Wealth Management's Goldman Sachs position peaked at $371K in Q1 2025.
  • 2,739 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.