Goldman Sachs
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Goldman Sachs’s SES AI SES Stock Holding History

Goldman Sachs’s Portfolio SES Stock Details SES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.54M Sell
2,638,258
-212,698
-7% -$361K ﹤0.01% 4322
2025
Q4 		$5.13M Buy
2,850,956
+2,738,489
+2,435% +$6.14M ﹤0.01% 3721
2025
Q3 		$188K Sell
112,467
-227,052
-67% -$272K ﹤0.01% 5968
2025
Q2 		$302K Buy
339,519
+108,119
+47% +$90.7K ﹤0.01% 5440
2025
Q1 		$120K Sell
231,400
-252,629
-52% -$232K ﹤0.01% 5748
2024
Q4 		$1.06M Sell
484,029
-31,188
-6% -$17.8K ﹤0.01% 4780
2024
Q3 		$330K Buy
515,217
+153,302
+42% +$160K ﹤0.01% 5259
2024
Q2 		$452K Buy
361,915
+253,809
+235% +$344K ﹤0.01% 4885
2024
Q1 		$182K Sell
108,106
-65,956
-38% -$98.9K ﹤0.01% 5138
2023
Q4 		$319K Buy
174,062
+7,095
+4% +$15.3K ﹤0.01% 4970
2023
Q3 		$379K Buy
166,967
+13,944
+9% +$33.8K ﹤0.01% 4781
2023
Q2 		$373K Buy
153,023
+80,543
+111% +$156K ﹤0.01% 4892
2023
Q1 		$214K Sell
72,480
-8,050
-10% -$25.4K ﹤0.01% 5274
2022
Q4 		$254K Sell
80,530
-64,758
-45% -$313K ﹤0.01% 5214
2022
Q3 		$709K Buy
145,288
+59,495
+69% +$289K ﹤0.01% 4749
2022
Q2 		$337K Buy
85,793
+63,611
+287% +$407K ﹤0.01% 5349
2022
Q1 		$201K Buy
+22,182
New +$167K ﹤0.01% 5883

Other funds holding SES

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GMH
General Motors Holdings Detroit, Michigan $90.5M AUM 41.49% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Goldman Sachs's SES Position: Q1 2026 in Review

Goldman Sachs reduced its SES AI (SES) stake by 7.5% in Q1 2026, selling an estimated $361K and leaving 2,638,258 shares worth $2.54M. The position accounts for ﹤0.01% of the portfolio, ranked #4322.

Goldman Sachs first reported a position in SES in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.13M in Q4 2025. 141 funds tracked by Wall St. Rank hold SES as of Q1 2026.

  • Goldman Sachs held 2,638,258 shares of SES AI worth $2.54M as of Q1 2026.
  • Goldman Sachs sold 212,698 SES AI shares in Q1 2026, an estimated $361K.
  • SES AI made up ﹤0.01% of Goldman Sachs's portfolio in Q1 2026, its #4322 holding.
  • Goldman Sachs first reported a position in SES AI in Q1 2022 and has held it in 17 quarters since.
  • Goldman Sachs's SES AI position peaked at $5.13M in Q4 2025.
  • 141 funds tracked by Wall St. Rank held SES AI as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.