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Kestra Private Wealth Services’s Goldman Sachs GS Stock Holding History

Kestra Private Wealth Services’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 		$27.5M Sell
32,551
-157
-0.5% -$140K 0.34% 58
2025
Q4 		$28.8M Buy
32,708
+3,061
+10% +$2.5M 0.36% 48
2025
Q3 		$23.6M Buy
29,647
+1,785
+6% +$1.32M 0.31% 64
2025
Q2 		$19.7M Buy
27,862
+2,867
+11% +$1.66M 0.28% 69
2025
Q1 		$13.7M Buy
24,995
+2,856
+13% +$1.72M 0.23% 91
2024
Q4 		$12.7M Buy
22,139
+1,697
+8% +$947K 0.22% 100
2024
Q3 		$10.1M Sell
20,442
-122
-0.6% -$59.7K 0.19% 127
2024
Q2 		$9.3M Buy
20,564
+1,909
+10% +$838K 0.19% 123
2024
Q1 		$7.79M Buy
18,655
+372
+2% +$144K 0.18% 141
2023
Q4 		$7.05M Buy
18,283
+819
+5% +$273K 0.18% 140
2023
Q3 		$5.65M Buy
17,464
+1,369
+9% +$457K 0.18% 140
2023
Q2 		$5.19M Buy
16,095
+2,142
+15% +$704K 0.18% 141
2023
Q1 		$4.56M Sell
13,953
-105
-0.7% -$36.6K 0.18% 135
2022
Q4 		$4.83M Sell
14,058
-141
-1% -$49.1K 0.24% 110
2022
Q3 		$4.16M Buy
14,199
+1,065
+8% +$345K 0.24% 107
2022
Q2 		$3.9M Buy
13,134
+228
+2% +$71K 0.22% 117
2022
Q1 		$4.26M Buy
12,906
+1,442
+13% +$509K 0.21% 115
2021
Q4 		$4.39M Buy
11,464
+340
+3% +$135K 0.21% 119
2021
Q3 		$4.21M Buy
11,124
+891
+9% +$348K 0.23% 105
2021
Q2 		$3.88M Sell
10,233
-333
-3% -$119K 0.24% 100
2021
Q1 		$3.46M Sell
10,566
-1,136
-10% -$354K 0.24% 98
2020
Q4 		$3.04M Buy
11,702
+163
+1% +$36.3K 0.22% 112
2020
Q3 		$2.32M Buy
+11,539
New +$2.35M 0.2% 116

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 Private Wealth Services's GS Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Goldman Sachs (GS) stake by 0.48% in Q1 2026, selling an estimated $140K and leaving 32,551 shares worth $27.5M. The position accounts for 0.34% of the portfolio, ranked #58.

Kestra Private Wealth Services first reported a position in GS in Q3 2020 and has held it in 23 quarters since. The position peaked at $28.8M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Kestra Private Wealth Services held 32,551 shares of Goldman Sachs worth $27.5M as of Q1 2026.
  • Kestra Private Wealth Services sold 157 Goldman Sachs shares in Q1 2026, an estimated $140K.
  • Goldman Sachs made up 0.34% of Kestra Private Wealth Services's portfolio in Q1 2026, its #58 holding.
  • Kestra Private Wealth Services first reported a position in Goldman Sachs in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Goldman Sachs position peaked at $28.8M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.