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Jackson Wealth Management’s Goldman Sachs GS Stock Holding History

Jackson Wealth Management’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
2025
Q2 		– Sell
-855
Closed -$467K – 165
2025
Q1 		$467K Buy
+855
New +$514K 0.06% 116
2024
Q4 		– Sell
-576
Closed -$285K – 163
2024
Q3 		$285K Buy
+576
New +$282K 0.03% 124
2023
Q1 		– Sell
-7,734
Closed -$2.66M – 149
2022
Q4 		$2.66M Sell
7,734
-1,474
-16% -$513K 0.98% 36
2022
Q3 		$2.7M Buy
9,208
+5,727
+165% +$1.86M 0.53% 45
2022
Q2 		$1.03M Buy
+3,481
New +$1.08M 0.48% 47

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jackson Wealth Management's GS Position: Q2 2025 in Review

Jackson Wealth Management sold out of Goldman Sachs (GS) in Q2 2025, closing a stake of 855 shares — an estimated $467K sold.

Jackson Wealth Management first reported a position in GS in Q2 2022 and held it in 5 quarters. The position peaked at $2.7M in Q3 2022. 2,605 funds tracked by Wall St. Rank hold GS as of Q2 2025.

  • Jackson Wealth Management reported no remaining Goldman Sachs position as of Q2 2025 after selling out during the quarter.
  • Jackson Wealth Management sold 855 Goldman Sachs shares in Q2 2025, an estimated $467K.
  • Jackson Wealth Management first reported a position in Goldman Sachs in Q2 2022 and held it in 5 quarters.
  • Jackson Wealth Management's Goldman Sachs position peaked at $2.7M in Q3 2022.
  • 2,605 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2025.

Based on Jackson Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.