KIM
GS icon

Kestra Investment Management’s Goldman Sachs GS Stock Holding History

Kestra Investment 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 		– Sell
-357
Closed -$314K – 472
2025
Q4 		$314K Buy
357
+61
+21% +$49.8K 0.01% 357
2025
Q3 		$235K Sell
296
-1
-0.3% -$741 0.01% 392
2025
Q2 		$210K Buy
+297
New +$172K ﹤0.01% 476
2025
Q1 		– Sell
-121
Closed -$69.1K – 1120
2024
Q4 		$69.1K Buy
+121
New +$67.5K ﹤0.01% 482

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

Kestra Investment Management's GS Position: Q1 2026 in Review

Kestra Investment Management sold out of Goldman Sachs (GS) in Q1 2026, closing a stake of 357 shares — an estimated $314K sold.

Kestra Investment Management first reported a position in GS in Q4 2024 and held it in 4 quarters. The position peaked at $314K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Kestra Investment Management reported no remaining Goldman Sachs position as of Q1 2026 after selling out during the quarter.
  • Kestra Investment Management sold 357 Goldman Sachs shares in Q1 2026, an estimated $314K.
  • Kestra Investment Management first reported a position in Goldman Sachs in Q4 2024 and held it in 4 quarters.
  • Kestra Investment Management's Goldman Sachs position peaked at $314K in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.