Journey Strategic Wealth’s Goldman Sachs GS Stock Holding History

Journey Strategic Wealth’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	$2.67M	Buy	3,150 +357	+13%	+$318K	0.07%	80
2025 Q4	$2.46M	Buy	2,793 +22	+0.8%	+$18K	0.06%	85
2025 Q3	$2.21M	Sell	2,771 -95	-3%	-$70.4K	0.06%	90
2025 Q2	$2.03M	Buy	2,866 +997	+53%	+$578K	0.07%	91
2025 Q1	$1.02M	Buy	1,869 +63	+3%	+$37.9K	0.04%	133
2024 Q4	$1.03M	Sell	1,806 -13	-0.7%	-$7.25K	0.04%	124
2024 Q3	$900K	Buy	1,819 +724	+66%	+$354K	0.03%	141
2024 Q2	$495K	Buy	1,095 +545	+99%	+$239K	0.02%	156
2024 Q1	$230K	Buy	+550	New	+$213K	0.01%	246
2023 Q4	–	Sell	-801	Closed	-$259K	–	247
2023 Q3	$259K	Buy	+801	New	+$268K	0.01%	135
2023 Q2	–	Sell	-623	Closed	-$204K	–	233
2023 Q1	$204K	Sell	623 -156	-20%	-$54.3K	0.02%	224
2022 Q4	$268K	Buy	+779	New	+$271K	0.03%	158

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

Journey Strategic Wealth's GS Position: Q1 2026 in Review

Journey Strategic Wealth increased its Goldman Sachs (GS) stake by 13% in Q1 2026, buying an estimated $318K and bringing the position to 3,150 shares worth $2.67M. The position accounts for 0.07% of the portfolio, ranked #80.

Journey Strategic Wealth first reported a position in GS in Q4 2022 and has held it in 12 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Journey Strategic Wealth held 3,150 shares of Goldman Sachs worth $2.67M as of Q1 2026.
Journey Strategic Wealth bought 357 Goldman Sachs shares in Q1 2026, an estimated $318K.
Goldman Sachs made up 0.07% of Journey Strategic Wealth's portfolio in Q1 2026, its #80 holding.
Journey Strategic Wealth first reported a position in Goldman Sachs in Q4 2022 and has held it in 12 quarters since.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.