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HB Wealth Management’s Goldman Sachs GS Stock Holding History

HB 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 		$16.1M Buy
19,083
+627
+3% +$559K 0.1% 103
2025
Q4 		$16.2M Buy
18,456
+807
+5% +$658K 0.1% 104
2025
Q3 		$14.1M Buy
17,649
+2,926
+20% +$2.17M 0.1% 116
2025
Q2 		$10.4M Buy
14,723
+501
+4% +$290K 0.08% 129
2025
Q1 		$7.77M Buy
14,222
+4,364
+44% +$2.63M 0.07% 163
2024
Q4 		$5.65M Buy
9,858
+588
+6% +$328K 0.06% 151
2024
Q3 		$4.59M Buy
9,270
+732
+9% +$358K 0.05% 165
2024
Q2 		$3.86M Buy
8,538
+1,082
+15% +$475K 0.05% 177
2024
Q1 		$3.11M Buy
7,456
+231
+3% +$89.6K 0.04% 187
2023
Q4 		$2.79M Sell
7,225
-1,460
-17% -$487K 0.04% 185
2023
Q3 		$2.81M Buy
8,685
+1,227
+16% +$410K 0.05% 168
2023
Q2 		$2.41M Buy
7,458
+136
+2% +$44.7K 0.04% 184
2023
Q1 		$2.4M Buy
7,322
+78
+1% +$27.2K 0.04% 179
2022
Q4 		$2.49M Buy
7,244
+1,139
+19% +$397K 0.05% 175
2022
Q3 		$1.79M Sell
6,105
-67
-1% -$21.7K 0.04% 190
2022
Q2 		$1.83M Buy
6,172
+2,084
+51% +$649K 0.04% 183
2022
Q1 		$1.35M Buy
4,088
+1,774
+77% +$627K 0.03% 228
2021
Q4 		$885K Buy
+2,314
New +$916K 0.02% 254

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

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

HB Wealth Management increased its Goldman Sachs (GS) stake by 3.4% in Q1 2026, buying an estimated $559K and bringing the position to 19,083 shares worth $16.1M. The position accounts for 0.1% of the portfolio, ranked #103.

HB Wealth Management first reported a position in GS in Q4 2021 and has held it in 18 quarters since. The position peaked at $16.2M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • HB Wealth Management held 19,083 shares of Goldman Sachs worth $16.1M as of Q1 2026.
  • HB Wealth Management bought 627 Goldman Sachs shares in Q1 2026, an estimated $559K.
  • Goldman Sachs made up 0.1% of HB Wealth Management's portfolio in Q1 2026, its #103 holding.
  • HB Wealth Management first reported a position in Goldman Sachs in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Goldman Sachs position peaked at $16.2M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.