KWM
GS icon

Kolinsky Wealth Management’s Goldman Sachs GS Stock Holding History

Kolinsky 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
2024
Q4 		$211K Buy
+368
New +$205K 0.13% 162

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kolinsky Wealth Management's GS Position: Q4 2024 in Review

Kolinsky Wealth Management opened a new position in Goldman Sachs (GS) in Q4 2024: 368 shares worth $211K. The stake represents 0.13% of the portfolio and ranks #162 among its holdings.

2,468 funds tracked by Wall St. Rank hold GS as of Q4 2024.

  • Kolinsky Wealth Management held 368 shares of Goldman Sachs worth $211K as of Q4 2024.
  • Goldman Sachs was a new Kolinsky Wealth Management position in Q4 2024.
  • Goldman Sachs made up 0.13% of Kolinsky Wealth Management's portfolio in Q4 2024, its #162 holding.
  • 2,468 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.