Jackson Grant Investment Advisers’s Goldman Sachs GS Stock Holding History

Jackson Grant Investment Advisers’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	$152K	Buy	180 +17	+10%	+$15.2K	0.05%	138
2025 Q4	$143K	Hold	163	–	–	0.05%	136
2025 Q3	$130K	Hold	163	–	–	0.04%	143
2025 Q2	$115K	Hold	163	–	–	0.04%	139
2025 Q1	$89K	Hold	163	–	–	0.03%	148
2024 Q4	$93.3K	Buy	163 +16	+11%	+$8.93K	0.04%	146
2024 Q3	$72.8K	Hold	147	–	–	0.03%	159
2024 Q2	$66.5K	Hold	147	–	–	0.03%	158
2024 Q1	$61.4K	Hold	147	–	–	0.03%	163
2023 Q4	$56.7K	Hold	147	–	–	0.03%	163
2023 Q3	$47.6K	Hold	147	–	–	0.02%	169
2023 Q2	$47.4K	Hold	147	–	–	0.02%	174
2023 Q1	$48.1K	Hold	147	–	–	0.02%	187
2022 Q4	$50.5K	Hold	147	–	–	0.02%	180
2022 Q3	$43K	Hold	147	–	–	0.02%	184
2022 Q2	$44K	Hold	147	–	–	0.02%	194
2022 Q1	$49K	Hold	147	–	–	0.02%	206
2021 Q4	$56K	Hold	147	–	–	0.03%	161
2021 Q3	$56K	Hold	147	–	–	0.02%	195
2021 Q2	$56K	Buy	147 +13	+10%	+$4.65K	0.02%	193
2021 Q1	$44K	Buy	+134	New	+$41.7K	0.02%	212
2018 Q3	–	Sell	-250	Closed	-$55K	–	218
2018 Q2	$55K	Buy	+250	New	+$59.6K	0.04%	144
2016 Q1	–	Sell	-1,000	Closed	-$26K	–	174
2015 Q4	$26K	Buy	+1,000	New	+$186K	0.02%	133

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

Jackson Grant Investment Advisers's GS Position: Q1 2026 in Review

Jackson Grant Investment Advisers increased its Goldman Sachs (GS) stake by 10% in Q1 2026, buying an estimated $15.2K and bringing the position to 180 shares worth $152K. The position accounts for 0.05% of the portfolio, ranked #138.

Jackson Grant Investment Advisers first reported a position in GS in Q4 2015 and has held it in 23 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Jackson Grant Investment Advisers held 180 shares of Goldman Sachs worth $152K as of Q1 2026.
Jackson Grant Investment Advisers bought 17 Goldman Sachs shares in Q1 2026, an estimated $15.2K.
Goldman Sachs made up 0.05% of Jackson Grant Investment Advisers's portfolio in Q1 2026, its #138 holding.
Jackson Grant Investment Advisers first reported a position in Goldman Sachs in Q4 2015 and has held it in 23 quarters since.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2026, filed 8 May 2026.