Horizon Family Wealth’s Goldman Sachs GS Stock Holding History

Horizon Family Wealth’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	$843K	Sell	996 -44	-4%	-$39.3K	0.45%	42
2025 Q4	$914K	Buy	1,040 +5	+0.5%	+$4.08K	0.49%	40
2025 Q3	$825K	Buy	1,035 +13	+1%	+$9.63K	0.47%	34
2025 Q2	$723K	Buy	1,022 +5	+0.5%	+$2.9K	0.44%	37
2025 Q1	$556K	Buy	1,017 +88	+9%	+$53K	0.37%	38
2024 Q4	$532K	Buy	929 +4	+0.4%	+$2.23K	0.35%	42
2024 Q3	$458K	Buy	925 +18	+2%	+$8.8K	0.33%	43
2024 Q2	$410K	Buy	907 +4	+0.4%	+$1.75K	0.31%	42
2024 Q1	$377K	Buy	903 +16	+2%	+$6.21K	0.29%	47
2023 Q4	$342K	Buy	887 +23	+3%	+$7.68K	0.29%	44
2023 Q3	$280K	Buy	864 +87	+11%	+$29.1K	0.27%	49
2023 Q2	$251K	Buy	777 +53	+7%	+$17.4K	0.24%	54
2023 Q1	$237K	Buy	724 +52	+8%	+$18.1K	0.25%	50
2022 Q4	$231K	Buy	+672	New	+$234K	0.27%	50
2022 Q2	–	Sell	-668	Closed	-$221K	–	55
2022 Q1	$221K	Buy	+668	New	+$236K	0.22%	59

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

Horizon Family Wealth's GS Position: Q1 2026 in Review

Horizon Family Wealth reduced its Goldman Sachs (GS) stake by 4.2% in Q1 2026, selling an estimated $39.3K and leaving 996 shares worth $843K. The position accounts for 0.45% of the portfolio, ranked #42.

Horizon Family Wealth first reported a position in GS in Q1 2022 and has held it in 15 quarters since. The position peaked at $914K in Q4 2025. 2,985 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Horizon Family Wealth held 996 shares of Goldman Sachs worth $843K as of Q1 2026.
Horizon Family Wealth sold 44 Goldman Sachs shares in Q1 2026, an estimated $39.3K.
Goldman Sachs made up 0.45% of Horizon Family Wealth's portfolio in Q1 2026, its #42 holding.
Horizon Family Wealth first reported a position in Goldman Sachs in Q1 2022 and has held it in 15 quarters since.
Horizon Family Wealth's Goldman Sachs position peaked at $914K in Q4 2025.
2,985 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.