GWM
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GSB Wealth Management’s Goldman Sachs GS Stock Holding History

GSB 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 		$333K Hold
393
– – 0.08% 173
2025
Q4 		$346K Sell
393
-6
-2% -$4.9K 0.08% 168
2025
Q3 		$318K Sell
399
-19
-5% -$14.1K 0.07% 179
2025
Q2 		$296K Buy
418
+31
+8% +$18K 0.07% 184
2025
Q1 		$211K Hold
387
– – 0.06% 202
2024
Q4 		$222K Buy
+387
New +$216K 0.06% 207
2022
Q4 		– Sell
-1,240
Closed -$363K – 204
2022
Q3 		$363K Sell
1,240
-40
-3% -$13K 0.13% 157
2022
Q2 		$380K Buy
1,280
+193
+18% +$60.1K 0.13% 158
2022
Q1 		$359K Buy
1,087
+187
+21% +$66K 0.1% 176
2021
Q4 		$344K Buy
900
+325
+57% +$129K 0.1% 176
2021
Q3 		$217K Hold
575
– – 0.11% 146
2021
Q2 		$218K Buy
+575
New +$206K 0.07% 209

Other funds holding GS

BlackRock
BlackRock New York $5.7T 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 $1.47T 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