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Keyvantage Wealth’s Goldman Sachs GS Stock Holding History

Keyvantage 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 		$290K Sell
342
-20
-6% -$17.8K 0.13% 78
2025
Q4 		$318K Buy
362
+76
+27% +$62K 0.14% 74
2025
Q3 		$227K Sell
286
-37
-11% -$27.4K 0.1% 88
2025
Q2 		$229K Buy
+323
New +$187K 0.1% 87
2025
Q1 		– Sell
-402
Closed -$230K – 98
2024
Q4 		$230K Buy
+402
New +$224K 0.16% 86

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

Keyvantage Wealth's GS Position: Q1 2026 in Review

Keyvantage Wealth reduced its Goldman Sachs (GS) stake by 5.5% in Q1 2026, selling an estimated $17.8K and leaving 342 shares worth $290K. The position accounts for 0.13% of the portfolio, ranked #78.

Keyvantage Wealth first reported a position in GS in Q4 2024 and has held it in 5 quarters since. The position peaked at $318K in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Keyvantage Wealth held 342 shares of Goldman Sachs worth $290K as of Q1 2026.
  • Keyvantage Wealth sold 20 Goldman Sachs shares in Q1 2026, an estimated $17.8K.
  • Goldman Sachs made up 0.13% of Keyvantage Wealth's portfolio in Q1 2026, its #78 holding.
  • Keyvantage Wealth first reported a position in Goldman Sachs in Q4 2024 and has held it in 5 quarters since.
  • Keyvantage Wealth's Goldman Sachs position peaked at $318K in Q4 2025.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.