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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
2021
Q2 		– Sell
-200
Closed -$3K – 949
2021
Q1 		$3K Buy
+200
New +$62.3K ﹤0.01% 831

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.