High Net Worth Advisory Group’s Goldman Sachs GS Stock Holding History

High Net Worth Advisory Group’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	$1.12M	Sell	1,328 -118	-8%	-$105K	0.26%	86
2025 Q4	$1.27M	Sell	1,446 -24	-2%	-$19.6K	0.29%	77
2025 Q3	$1.17M	Sell	1,470 -222	-13%	-$165K	0.28%	82
2025 Q2	$1.2M	Buy	1,692 +334	+25%	+$194K	0.32%	70
2025 Q1	$742K	Buy	1,358 +233	+21%	+$140K	0.21%	100
2024 Q4	$644K	Buy	+1,125	New	+$628K	0.18%	110
2022 Q4	–	Sell	-109	Closed	-$32K	–	653
2022 Q3	$32K	Hold	109	–	–	0.01%	398
2022 Q2	$32K	Sell	109 -325	-75%	-$101K	0.01%	387
2022 Q1	$143K	Buy	434 +409	+1,636%	+$144K	0.05%	213
2021 Q4	$10K	Buy	+25	New	+$9.9K	﹤0.01%	538

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

High Net Worth Advisory Group's GS Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its Goldman Sachs (GS) stake by 8.2% in Q1 2026, selling an estimated $105K and leaving 1,328 shares worth $1.12M. The position accounts for 0.26% of the portfolio, ranked #86.

High Net Worth Advisory Group first reported a position in GS in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.27M in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

High Net Worth Advisory Group held 1,328 shares of Goldman Sachs worth $1.12M as of Q1 2026.
High Net Worth Advisory Group sold 118 Goldman Sachs shares in Q1 2026, an estimated $105K.
Goldman Sachs made up 0.26% of High Net Worth Advisory Group's portfolio in Q1 2026, its #86 holding.
High Net Worth Advisory Group first reported a position in Goldman Sachs in Q4 2021 and has held it in 10 quarters since.
High Net Worth Advisory Group's Goldman Sachs position peaked at $1.27M in Q4 2025.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.