Guardian Partners’s Goldman Sachs GS Stock Holding History

Guardian Partners’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	$2.75M	Buy	3,241 +1,241	+62%	+$1.11M	0.23%	77
2025 Q4	$1.82M	Sell	2,000 -675	-25%	-$551K	0.15%	98
2025 Q3	$2.1M	Sell	2,675 -1,000	-27%	-$741K	0.18%	86
2025 Q2	$2.56M	Buy	3,675 +1,375	+60%	+$797K	0.23%	83
2025 Q1	$1.22M	Buy	+2,300	New	+$1.38M	0.13%	102

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

Guardian Partners's GS Position: Q1 2026 in Review

Guardian Partners increased its Goldman Sachs (GS) stake by 62% in Q1 2026, buying an estimated $1.11M and bringing the position to 3,241 shares worth $2.75M. The position accounts for 0.23% of the portfolio, ranked #77.

Guardian Partners first reported a position in GS in Q1 2025 and has held it in 5 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Guardian Partners held 3,241 shares of Goldman Sachs worth $2.75M as of Q1 2026.
Guardian Partners bought 1,241 Goldman Sachs shares in Q1 2026, an estimated $1.11M.
Goldman Sachs made up 0.23% of Guardian Partners's portfolio in Q1 2026, its #77 holding.
Guardian Partners first reported a position in Goldman Sachs in Q1 2025 and has held it in 5 quarters since.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.