Jupiter Wealth Management’s Goldman Sachs GS Stock Holding History

Jupiter 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	$2.87M	Hold	3,000	–	–	1.13%	21
2025 Q4	$2.71M	Hold	3,000	–	–	1.21%	21
2025 Q3	$2.39M	Hold	3,000	–	–	1.13%	22
2025 Q2	$2.23M	Hold	3,000	–	–	1.13%	22
2025 Q1	$1.84M	Hold	3,000	–	–	1.11%	24
2024 Q4	$1.72M	Hold	3,000	–	–	0.86%	31
2024 Q3	$1.49M	Hold	3,000	–	–	0.76%	35
2024 Q2	$1.53M	Hold	3,000	–	–	0.81%	36
2024 Q1	$1.34M	Hold	3,000	–	–	0.71%	36
2023 Q4	$1.16M	Hold	3,000	–	–	0.68%	37
2023 Q3	$977K	Hold	3,000	–	–	0.63%	42
2023 Q2	$968K	Hold	3,000	–	–	0.83%	34
2023 Q1	$981K	Hold	3,000	–	–	0.9%	32
2022 Q4	$1.03M	Hold	3,000	–	–	1%	31
2022 Q3	$879K	Hold	3,000	–	–	0.88%	31
2022 Q2	$891K	Hold	3,000	–	–	0.81%	32
2022 Q1	$990K	Hold	3,000	–	–	0.62%	39
2021 Q4	$1.15M	Sell	3,000 -2,100	-41%	-$831K	0.6%	37
2021 Q3	$2.04M	Hold	5,100	–	–	0.96%	28
2021 Q2	$2.03M	Hold	5,100	–	–	0.97%	30
2021 Q1	$1.8M	Sell	5,100 -2,000	-28%	-$623K	0.91%	31
2020 Q4	$1.87M	Sell	7,100 -3,025	-30%	-$673K	1.15%	27
2020 Q3	$2.04M	Buy	+10,125	New	+$2.06M	1.43%	23
2019 Q3	–	Sell	-1,675	Closed	-$357K	–	83
2019 Q2	$357K	Buy	+1,675	New	+$332K	0.18%	60

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

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

Jupiter Wealth Management held its Goldman Sachs (GS) position steady in Q1 2026 at 3,000 shares worth $2.87M. The position accounts for 1.13% of the portfolio, ranked #21.

Jupiter Wealth Management first reported a position in GS in Q2 2019 and has held it in 24 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Jupiter Wealth Management held 3,000 shares of Goldman Sachs worth $2.87M as of Q1 2026.
Jupiter Wealth Management left its Goldman Sachs share count unchanged in Q1 2026.
Goldman Sachs made up 1.13% of Jupiter Wealth Management's portfolio in Q1 2026, its #21 holding.
Jupiter Wealth Management first reported a position in Goldman Sachs in Q2 2019 and has held it in 24 quarters since.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.