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Heritage Wealth Partners’s Goldman Sachs GS Stock Holding History

Heritage Wealth 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
2025
Q1 		$371K Sell
679
-175
-20% -$105K 0.57% 38
2024
Q4 		$489K Sell
854
-619
-42% -$345K 0.61% 35
2024
Q3 		$730K Sell
1,473
-621
-30% -$304K 0.86% 31
2024
Q2 		$947K Buy
+2,094
New +$919K 1.37% 20

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Heritage Wealth Partners's GS Position: Q1 2025 in Review

Heritage Wealth Partners reduced its Goldman Sachs (GS) stake by 20% in Q1 2025, selling an estimated $105K and leaving 679 shares worth $371K. The position accounts for 0.57% of the portfolio, ranked #38.

Heritage Wealth Partners first reported a position in GS in Q2 2024 and has held it in 4 quarters since. The position peaked at $947K in Q2 2024. 2,494 funds tracked by Wall St. Rank hold GS as of Q1 2025.

  • Heritage Wealth Partners held 679 shares of Goldman Sachs worth $371K as of Q1 2025.
  • Heritage Wealth Partners sold 175 Goldman Sachs shares in Q1 2025, an estimated $105K.
  • Goldman Sachs made up 0.57% of Heritage Wealth Partners's portfolio in Q1 2025, its #38 holding.
  • Heritage Wealth Partners first reported a position in Goldman Sachs in Q2 2024 and has held it in 4 quarters since.
  • Heritage Wealth Partners's Goldman Sachs position peaked at $947K in Q2 2024.
  • 2,494 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.