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Keebeck Wealth Management’s Goldman Sachs GS Stock Holding History

Keebeck 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 		$1.44M Buy
1,703
+517
+44% +$461K 0.16% 128
2025
Q4 		$1.04M Buy
1,186
+186
+19% +$152K 0.12% 149
2025
Q3 		$797K Buy
1,000
+53
+6% +$39.3K 0.09% 161
2025
Q2 		$670K Buy
947
+52
+6% +$30.1K 0.09% 161
2025
Q1 		$489K Sell
895
-21
-2% -$12.6K 0.07% 168
2024
Q4 		$525K Buy
916
+78
+9% +$43.5K 0.08% 165
2024
Q3 		$415K Buy
838
+3
+0.4% +$1.47K 0.06% 185
2024
Q2 		$378K Hold
835
– – 0.06% 196
2024
Q1 		$349K Sell
835
-18
-2% -$6.99K 0.05% 222
2023
Q4 		$329K Buy
853
+24
+3% +$8.01K 0.05% 212
2023
Q3 		$268K Sell
829
-42
-5% -$14K 0.05% 221
2023
Q2 		$281K Buy
871
+4
+0.5% +$1.31K 0.04% 224
2023
Q1 		$284K Buy
867
+20
+2% +$6.96K 0.05% 210
2022
Q4 		$291K Sell
847
-201
-19% -$70K 0.05% 200
2022
Q3 		$307K Hold
1,048
– – 0.06% 186
2022
Q2 		$311K Buy
1,048
+275
+36% +$85.6K 0.06% 190
2022
Q1 		$255K Hold
773
– – 0.04% 212
2021
Q4 		$296K Sell
773
-55
-7% -$21.8K 0.05% 187
2021
Q3 		$313K Sell
828
-374
-31% -$146K 0.06% 173
2021
Q2 		$456K Buy
1,202
+364
+43% +$130K 0.07% 173
2021
Q1 		$274K Sell
838
-135
-14% -$42K 0.04% 208
2020
Q4 		$257K Sell
973
-100
-9% -$22.3K 0.04% 191
2020
Q3 		$215K Buy
1,073
+10
+0.9% +$2.04K 0.04% 176
2020
Q2 		$210K Sell
1,063
-1,125
-51% -$211K 0.07% 155
2020
Q1 		$338K Buy
2,188
+1,900
+660% +$403K 0.14% 117
2019
Q4 		$66K Buy
+288
New +$62.5K 0.02% 204

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

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

Keebeck Wealth Management increased its Goldman Sachs (GS) stake by 44% in Q1 2026, buying an estimated $461K and bringing the position to 1,703 shares worth $1.44M. The position accounts for 0.16% of the portfolio, ranked #128.

Keebeck Wealth Management first reported a position in GS in Q4 2019 and has held it in 26 quarters since. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Keebeck Wealth Management held 1,703 shares of Goldman Sachs worth $1.44M as of Q1 2026.
  • Keebeck Wealth Management bought 517 Goldman Sachs shares in Q1 2026, an estimated $461K.
  • Goldman Sachs made up 0.16% of Keebeck Wealth Management's portfolio in Q1 2026, its #128 holding.
  • Keebeck Wealth Management first reported a position in Goldman Sachs in Q4 2019 and has held it in 26 quarters since.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

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