Insigneo Advisory Services’s Goldman Sachs GS Stock Holding History

Insigneo Advisory Services’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	$3.8M	Buy	4,489 +404	+10%	+$360K	0.27%	61
2025 Q4	$3.59M	Sell	4,085 -922	-18%	-$752K	0.26%	64
2025 Q3	$3.99M	Buy	5,007 +907	+22%	+$672K	0.28%	59
2025 Q2	$2.9M	Buy	4,100 +54	+1%	+$31.3K	0.25%	78
2025 Q1	$2.21M	Buy	4,046 +560	+16%	+$337K	0.23%	92
2024 Q4	$2M	Buy	3,486 +379	+12%	+$211K	0.21%	91
2024 Q3	$1.54M	Buy	3,107 +264	+9%	+$129K	0.16%	132
2024 Q2	$1.31M	Sell	2,843 -135	-5%	-$59.2K	0.15%	139
2024 Q1	$1.24M	Sell	2,978 -1,341	-31%	-$520K	0.15%	133
2023 Q4	$1.67M	Buy	4,319 +1,032	+31%	+$344K	0.23%	90
2023 Q3	$1.06M	Buy	3,287 +493	+18%	+$165K	0.22%	100
2023 Q2	$901K	Buy	2,794 +802	+40%	+$264K	0.17%	121
2023 Q1	$647K	Buy	1,992 +790	+66%	+$275K	0.21%	100
2022 Q4	$413K	Buy	+1,202	New	+$418K	0.16%	143

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

Insigneo Advisory Services's GS Position: Q1 2026 in Review

Insigneo Advisory Services increased its Goldman Sachs (GS) stake by 9.9% in Q1 2026, buying an estimated $360K and bringing the position to 4,489 shares worth $3.8M. The position accounts for 0.27% of the portfolio, ranked #61.

Insigneo Advisory Services first reported a position in GS in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.99M in Q3 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Insigneo Advisory Services held 4,489 shares of Goldman Sachs worth $3.8M as of Q1 2026.
Insigneo Advisory Services bought 404 Goldman Sachs shares in Q1 2026, an estimated $360K.
Goldman Sachs made up 0.27% of Insigneo Advisory Services's portfolio in Q1 2026, its #61 holding.
Insigneo Advisory Services first reported a position in Goldman Sachs in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's Goldman Sachs position peaked at $3.99M in Q3 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.