JF
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Joule Financial’s Goldman Sachs GS Stock Holding History

Joule Financial’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
Q1 		– Sell
-546
Closed -$313K – 109
2024
Q4 		$313K Sell
546
-436
-44% -$243K 0.11% 80
2024
Q3 		$486K Sell
982
-20
-2% -$9.78K 0.18% 60
2024
Q2 		$453K Buy
1,002
+6
+0.6% +$2.63K 0.18% 61
2024
Q1 		$416K Buy
996
+93
+10% +$36.1K 0.17% 65
2023
Q4 		$348K Buy
+903
New +$301K 0.16% 75
2023
Q1 		– Sell
-619
Closed -$213K – 108
2022
Q4 		$213K Sell
619
-69
-10% -$24K 0.14% 90
2022
Q3 		$202K Buy
+688
New +$223K 0.15% 82

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Joule Financial's GS Position: Q1 2025 in Review

Joule Financial sold out of Goldman Sachs (GS) in Q1 2025, closing a stake of 546 shares — an estimated $313K sold.

Joule Financial first reported a position in GS in Q3 2022 and held it in 7 quarters. The position peaked at $486K in Q3 2024. 2,487 funds tracked by Wall St. Rank hold GS as of Q1 2025.

  • Joule Financial reported no remaining Goldman Sachs position as of Q1 2025 after selling out during the quarter.
  • Joule Financial sold 546 Goldman Sachs shares in Q1 2025, an estimated $313K.
  • Joule Financial first reported a position in Goldman Sachs in Q3 2022 and held it in 7 quarters.
  • Joule Financial's Goldman Sachs position peaked at $486K in Q3 2024.
  • 2,487 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2025.

Based on Joule Financial's 13F filing for Q1 2025, filed 11 Apr 2025.