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Heartwood Wealth Advisors’s Goldman Sachs GS Stock Holding History

Heartwood Wealth Advisors’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
2025
Q4 		– Sell
-57
Closed -$45.4K – 368
2025
Q3 		$45.4K Buy
+57
New +$42.2K ﹤0.01% 309
2025
Q1 		– Sell
-1,893
Closed -$1.08M – 175
2024
Q4 		$1.08M Sell
1,893
-10
-0.5% -$5.58K 0.12% 62
2024
Q3 		$942K Buy
1,903
+56
+3% +$27.4K 0.1% 71
2024
Q2 		$835K Buy
1,847
+50
+3% +$21.9K 0.1% 76
2024
Q1 		$751K Buy
+1,797
New +$697K 0.09% 76

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Heartwood Wealth Advisors's GS Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Goldman Sachs (GS) in Q4 2025, closing a stake of 57 shares — an estimated $45.4K sold.

Heartwood Wealth Advisors first reported a position in GS in Q1 2024 and held it in 5 quarters. The position peaked at $1.08M in Q4 2024. 3,015 funds tracked by Wall St. Rank hold GS as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Goldman Sachs position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 57 Goldman Sachs shares in Q4 2025, an estimated $45.4K.
  • Heartwood Wealth Advisors first reported a position in Goldman Sachs in Q1 2024 and held it in 5 quarters.
  • Heartwood Wealth Advisors's Goldman Sachs position peaked at $1.08M in Q4 2024.
  • 3,015 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.