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Greenwich Wealth Management’s Goldman Sachs GS Stock Holding History

Greenwich 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
2026
Q1 		$9.44M Sell
11,155
-18,023
-62% -$16.1M 0.39% 47
2025
Q4 		$25.6M Buy
29,178
+26
+0.1% +$21.2K 1.14% 16
2025
Q3 		$23.2M Sell
29,152
-64
-0.2% -$47.4K 1.16% 15
2025
Q2 		$20.7M Buy
29,216
+125
+0.4% +$72.4K 1% 16
2025
Q1 		$15.9M Sell
29,091
-8
-0% -$4.81K 1.2% 13
2024
Q4 		$16.7M Buy
29,099
+5
+0% +$2.79K 1.17% 10
2024
Q3 		$14.4M Sell
29,094
-31
-0.1% -$15.2K 0.98% 12
2024
Q2 		$13.2M Sell
29,125
-139
-0.5% -$61K 0.96% 14
2024
Q1 		$12.2M Buy
29,264
+7
+0% +$2.72K 0.97% 15
2023
Q4 		$11.3M Buy
29,257
+116
+0.4% +$38.7K 1.11% 14
2023
Q3 		$9.43M Sell
29,141
-242
-0.8% -$80.9K 1% 16
2023
Q2 		$9.48M Sell
29,383
-86
-0.3% -$28.3K 1% 15
2023
Q1 		$9.64M Sell
29,469
-16
-0.1% -$5.57K 1.05% 14
2022
Q4 		$10.1M Buy
29,485
+21
+0.1% +$7.31K 1.11% 15
2022
Q3 		$8.63M Buy
29,464
+194
+0.7% +$62.9K 0.92% 17
2022
Q2 		$8.69M Buy
29,270
+4,735
+19% +$1.47M 1.15% 16
2022
Q1 		$8.1M Buy
24,535
+349
+1% +$123K 0.83% 15
2021
Q4 		$9.25M Sell
24,186
-23
-0.1% -$9.11K 0.76% 16
2021
Q3 		$9.15M Buy
24,209
+30
+0.1% +$11.7K 0.76% 15
2021
Q2 		$9.18M Sell
24,179
-141
-0.6% -$50.5K 0.78% 14
2021
Q1 		$7.95M Sell
24,320
-23,311
-49% -$7.26M 0.64% 15
2020
Q4 		$12.6M Sell
47,631
-341
-0.7% -$75.9K 1.09% 10
2020
Q3 		$9.64M Buy
47,972
+145
+0.3% +$29.5K 1.73% 13
2020
Q2 		$9.45M Buy
47,827
+145
+0.3% +$27.2K 1.81% 15
2020
Q1 		$7.37M Buy
47,682
+417
+0.9% +$88.5K 1.57% 16
2019
Q4 		$10.9M Sell
47,265
-15
-0% -$3.25K 2.19% 9
2019
Q3 		$9.8M Sell
47,280
-208
-0.4% -$43.5K 1.91% 13
2019
Q2 		$9.72M Buy
47,488
+48
+0.1% +$9.5K 1.67% 12
2019
Q1 		$9.11M Sell
47,440
-575
-1% -$111K 1.61% 13
2018
Q4 		$8.02M Hold
48,015
– – 1.6% 12
2018
Q3 		$10.8M Buy
48,015
+59
+0.1% +$13.7K 1.88% 12
2018
Q2 		$10.6M Sell
47,956
-93
-0.2% -$22.2K 1.87% 10
2018
Q1 		$12.1M Buy
48,049
+34
+0.1% +$8.85K 1.91% 9
2017
Q4 		$12.2M Sell
48,015
-85
-0.2% -$20.8K 2.04% 8
2017
Q3 		$11.4M Sell
48,100
-5,459
-10% -$1.23M 1.96% 9
2017
Q2 		$11.9M Buy
53,559
+211
+0.4% +$46.9K 1.99% 8
2017
Q1 		$12.3M Buy
53,348
+495
+0.9% +$120K 1.63% 9
2016
Q4 		$12.7M Buy
52,853
+2
+0% +$406 1.6% 8
2016
Q3 		$8.52M Hold
52,851
– – 1.51% 11
2016
Q2 		$7.85M Hold
52,851
– – 1.9% 11
2016
Q1 		$8.3M Sell
52,851
-18,000
-25% -$2.78M 2.15% 9
2015
Q4 		$12.8M Hold
70,851
– – 3.13% 6
2015
Q3 		$12.3M Buy
+70,851
New +$13.9M 2.98% 6
2015
Q1 		– Sell
-45,851
Closed -$8.89M – 177
2014
Q4 		$8.89M Hold
45,851
– – 0.59% 43
2014
Q3 		$8.42M Hold
45,851
– – 0.57% 45
2014
Q2 		$7.68M Hold
45,851
– – 0.51% 55
2014
Q1 		$7.51M Sell
45,851
-153
-0.3% -$25.7K 0.52% 53
2013
Q4 		$8.15M Sell
46,004
-100
-0.2% -$16.5K 0.82% 49
2013
Q3 		$7.29M Sell
46,104
-59,960
-57% -$9.65M 0.52% 50
2013
Q2 		$16M Buy
+106,064
New +$16.2M 1.19% 14

Other funds holding GS

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenwich Wealth Management's GS Position: Q1 2026 in Review

Greenwich Wealth Management reduced its Goldman Sachs (GS) stake by 62% in Q1 2026, selling an estimated $16.1M and leaving 11,155 shares worth $9.44M. The position accounts for 0.39% of the portfolio, ranked #47.

Greenwich Wealth Management first reported a position in GS in Q2 2013 and has held it in 50 quarters since. The position peaked at $25.6M in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Greenwich Wealth Management held 11,155 shares of Goldman Sachs worth $9.44M as of Q1 2026.
  • Greenwich Wealth Management sold 18,023 Goldman Sachs shares in Q1 2026, an estimated $16.1M.
  • Goldman Sachs made up 0.39% of Greenwich Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Greenwich Wealth Management first reported a position in Goldman Sachs in Q2 2013 and has held it in 50 quarters since.
  • Greenwich Wealth Management's Goldman Sachs position peaked at $25.6M in Q4 2025.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.