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Journey Advisory Group’s Goldman Sachs GS Stock Holding History

Journey Advisory Group’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 		$4.67M Sell
5,546
-771
-12% -$688K 0.4% 72
2025
Q4 		$5.52M Buy
6,317
+926
+17% +$756K 0.46% 65
2025
Q3 		$4.29M Buy
5,391
+50
+0.9% +$37K 0.32% 84
2025
Q2 		$3.78M Sell
5,341
-205
-4% -$119K 0.29% 87
2025
Q1 		$3.03M Buy
5,546
+162
+3% +$97.5K 0.25% 98
2024
Q4 		$2.44M Hold
5,384
– – 0.29% 74
2024
Q3 		$2.44M Sell
5,384
-207
-4% -$101K 0.29% 74
2024
Q2 		$2.53M Hold
5,591
– – 0.3% 74
2024
Q1 		$2.34M Buy
5,591
+740
+15% +$287K 0.29% 78
2023
Q4 		$1.87M Buy
4,851
+176
+4% +$58.7K 0.25% 87
2023
Q3 		$1.51M Buy
4,675
+2
+0% +$668 0.23% 91
2023
Q2 		$1.51M Buy
4,673
+50
+1% +$16.4K 0.22% 93
2023
Q1 		$1.51M Buy
4,623
+510
+12% +$178K 0.24% 97
2022
Q4 		$1.41M Buy
4,113
+223
+6% +$77.6K 0.35% 73
2022
Q3 		$1.14M Buy
3,890
+350
+10% +$113K 0.29% 75
2022
Q2 		$1.18M Buy
3,540
+1,854
+110% +$577K 0.27% 81
2022
Q1 		$557K Hold
1,686
– – 0.14% 126
2021
Q4 		$645K Buy
+1,686
New +$667K 0.18% 113

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

Journey Advisory Group's GS Position: Q1 2026 in Review

Journey Advisory Group reduced its Goldman Sachs (GS) stake by 12% in Q1 2026, selling an estimated $688K and leaving 5,546 shares worth $4.67M. The position accounts for 0.4% of the portfolio, ranked #72.

Journey Advisory Group first reported a position in GS in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.52M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Journey Advisory Group held 5,546 shares of Goldman Sachs worth $4.67M as of Q1 2026.
  • Journey Advisory Group sold 771 Goldman Sachs shares in Q1 2026, an estimated $688K.
  • Goldman Sachs made up 0.4% of Journey Advisory Group's portfolio in Q1 2026, its #72 holding.
  • Journey Advisory Group first reported a position in Goldman Sachs in Q4 2021 and has held it in 18 quarters since.
  • Journey Advisory Group's Goldman Sachs position peaked at $5.52M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.