Icon Wealth Advisors’s Goldman Sachs GS Stock Holding History

Icon 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
2026 Q1	$235K	Sell	260 -358	-58%	-$319K	0.02%	358
2025 Q4	$509K	Buy	618 +92	+17%	+$75.1K	0.03%	250
2025 Q3	$419K	Sell	526 -65	-11%	-$48.2K	0.03%	273
2025 Q2	$418K	Buy	591 +115	+24%	+$66.6K	0.03%	269
2025 Q1	$260K	Buy	476 +37	+8%	+$22.3K	0.02%	304
2024 Q4	$252K	Sell	439 -43	-9%	-$24K	0.02%	332
2024 Q3	$239K	Buy	482 +127	+36%	+$62.1K	0.02%	325
2024 Q2	$181K	Buy	355 +24	+7%	+$10.5K	0.02%	349
2024 Q1	$138K	Buy	+331	New	+$128K	0.01%	404

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

Icon Wealth Advisors's GS Position: Q1 2026 in Review

Icon Wealth Advisors reduced its Goldman Sachs (GS) stake by 58% in Q1 2026, selling an estimated $319K and leaving 260 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #358.

Icon Wealth Advisors first reported a position in GS in Q1 2024 and has held it in 9 quarters since. The position peaked at $509K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Icon Wealth Advisors held 260 shares of Goldman Sachs worth $235K as of Q1 2026.
Icon Wealth Advisors sold 358 Goldman Sachs shares in Q1 2026, an estimated $319K.
Goldman Sachs made up 0.02% of Icon Wealth Advisors's portfolio in Q1 2026, its #358 holding.
Icon Wealth Advisors first reported a position in Goldman Sachs in Q1 2024 and has held it in 9 quarters since.
Icon Wealth Advisors's Goldman Sachs position peaked at $509K in Q4 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.