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John G. Ullman & Associates’s Goldman Sachs GS Stock Holding History

John G. Ullman & Associates’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 		$224K Sell
265
-4
-1% -$3.57K 0.03% 164
2025
Q4 		$236K Buy
269
+4
+2% +$3.26K 0.03% 166
2025
Q3 		$211K Buy
+265
New +$196K 0.03% 165

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

John G. Ullman & Associates's GS Position: Q1 2026 in Review

John G. Ullman & Associates reduced its Goldman Sachs (GS) stake by 1.5% in Q1 2026, selling an estimated $3.57K and leaving 265 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #164.

John G. Ullman & Associates first reported a position in GS in Q3 2025 and has held it in 3 quarters since. The position peaked at $236K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • John G. Ullman & Associates held 265 shares of Goldman Sachs worth $224K as of Q1 2026.
  • John G. Ullman & Associates sold 4 Goldman Sachs shares in Q1 2026, an estimated $3.57K.
  • Goldman Sachs made up 0.03% of John G. Ullman & Associates's portfolio in Q1 2026, its #164 holding.
  • John G. Ullman & Associates first reported a position in Goldman Sachs in Q3 2025 and has held it in 3 quarters since.
  • John G. Ullman & Associates's Goldman Sachs position peaked at $236K in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on John G. Ullman & Associates's 13F filing for Q1 2026, filed 6 May 2026.