Jessup Wealth Management’s Goldman Sachs GS Stock Holding History

Jessup 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
2026 Q1	$1.63M	Sell	1,927 -212	-10%	-$189K	0.6%	28
2025 Q4	$1.88M	Sell	2,139 -22	-1%	-$18K	0.62%	28
2025 Q3	$1.72M	Buy	2,161 +84	+4%	+$62.2K	0.64%	28
2025 Q2	$1.47M	Buy	2,077 +28	+1%	+$16.2K	0.59%	32
2025 Q1	$1.12M	Buy	+2,049	New	+$1.23M	0.47%	35
2023 Q1	–	Sell	-13,407	Closed	-$4.6M	–	70
2022 Q4	$4.6M	Buy	+13,407	New	+$4.67M	2.92%	13

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

Jessup Wealth Management's GS Position: Q1 2026 in Review

Jessup Wealth Management reduced its Goldman Sachs (GS) stake by 9.9% in Q1 2026, selling an estimated $189K and leaving 1,927 shares worth $1.63M. The position accounts for 0.6% of the portfolio, ranked #28.

Jessup Wealth Management first reported a position in GS in Q4 2022 and has held it in 6 quarters since. The position peaked at $4.6M in Q4 2022. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Jessup Wealth Management held 1,927 shares of Goldman Sachs worth $1.63M as of Q1 2026.
Jessup Wealth Management sold 212 Goldman Sachs shares in Q1 2026, an estimated $189K.
Goldman Sachs made up 0.6% of Jessup Wealth Management's portfolio in Q1 2026, its #28 holding.
Jessup Wealth Management first reported a position in Goldman Sachs in Q4 2022 and has held it in 6 quarters since.
Jessup Wealth Management's Goldman Sachs position peaked at $4.6M in Q4 2022.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.