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Kingsview Wealth Management’s Goldman Sachs GS Stock Holding History

Kingsview 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 		$4.99M Buy
5,903
+773
+15% +$690K 0.07% 295
2025
Q4 		$4.51M Sell
5,130
-370
-7% -$302K 0.07% 296
2025
Q3 		$4.38M Buy
5,500
+489
+10% +$362K 0.07% 294
2025
Q2 		$3.55M Buy
5,011
+576
+13% +$334K 0.06% 305
2025
Q1 		$2.42M Buy
4,435
+251
+6% +$151K 0.05% 351
2024
Q4 		$2.4M Buy
4,184
+38
+0.9% +$21.2K 0.05% 348
2024
Q3 		$2.05M Buy
4,146
+170
+4% +$83.1K 0.04% 370
2024
Q2 		$1.8M Sell
3,976
-53
-1% -$23.3K 0.04% 378
2024
Q1 		$1.68M Buy
4,029
+330
+9% +$128K 0.04% 375
2023
Q4 		$1.43M Buy
3,699
+62
+2% +$20.7K 0.04% 364
2023
Q3 		$1.18M Buy
3,637
+283
+8% +$94.6K 0.04% 396
2023
Q2 		$1.08M Sell
3,354
-3,292
-50% -$1.08M 0.04% 385
2023
Q1 		$2.17M Buy
6,646
+3,183
+92% +$1.11M 0.09% 228
2022
Q4 		$1.19M Buy
3,463
+44
+1% +$15.3K 0.05% 315
2022
Q3 		$1M Sell
3,419
-197
-5% -$63.8K 0.05% 326
2022
Q2 		$1.07M Buy
3,616
+146
+4% +$45.5K 0.05% 345
2022
Q1 		$1.15M Buy
3,470
+406
+13% +$143K 0.05% 352
2021
Q4 		$1.17M Sell
3,064
-1,281
-29% -$507K 0.05% 348
2021
Q3 		$1.64M Buy
4,345
+2,497
+135% +$975K 0.08% 263
2021
Q2 		$693K Sell
1,848
-4,176
-69% -$1.49M 0.03% 474
2021
Q1 		$1.97M Sell
6,024
-55
-0.9% -$17.1K 0.11% 194
2020
Q4 		$1.6M Buy
6,079
+476
+8% +$106K 0.12% 192
2020
Q3 		$1.13M Buy
5,603
+1,453
+35% +$296K 0.1% 205
2020
Q2 		$820K Buy
4,150
+101
+2% +$19K 0.08% 240
2020
Q1 		$626K Buy
4,049
+2,970
+275% +$630K 0.08% 238
2019
Q4 		$248K Buy
1,079
+109
+11% +$23.7K 0.03% 404
2019
Q3 		$201K Buy
+970
New +$203K 0.03% 405

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

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

Kingsview Wealth Management increased its Goldman Sachs (GS) stake by 15% in Q1 2026, buying an estimated $690K and bringing the position to 5,903 shares worth $4.99M. The position accounts for 0.07% of the portfolio, ranked #295.

Kingsview Wealth Management first reported a position in GS in Q3 2019 and has held it in 27 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Kingsview Wealth Management held 5,903 shares of Goldman Sachs worth $4.99M as of Q1 2026.
  • Kingsview Wealth Management bought 773 Goldman Sachs shares in Q1 2026, an estimated $690K.
  • Goldman Sachs made up 0.07% of Kingsview Wealth Management's portfolio in Q1 2026, its #295 holding.
  • Kingsview Wealth Management first reported a position in Goldman Sachs in Q3 2019 and has held it in 27 quarters since.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.