Grantvest Financial Group’s Goldman Sachs GS Stock Holding History

Grantvest Financial 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	–	Sell	-234	Closed	-$206K	–	173
2025 Q4	$206K	Buy	+234	New	+$191K	0.13%	162

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

Grantvest Financial Group's GS Position: Q1 2026 in Review

Grantvest Financial Group sold out of Goldman Sachs (GS) in Q1 2026, closing a stake of 234 shares — an estimated $206K sold.

Grantvest Financial Group first reported a position in GS in Q4 2025 and held it in 1 quarter. The position peaked at $206K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Grantvest Financial Group reported no remaining Goldman Sachs position as of Q1 2026 after selling out during the quarter.
Grantvest Financial Group sold 234 Goldman Sachs shares in Q1 2026, an estimated $206K.
Grantvest Financial Group first reported a position in Goldman Sachs in Q4 2025 and held it in 1 quarter.
Grantvest Financial Group's Goldman Sachs position peaked at $206K in Q4 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.