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Laidlaw Wealth Management’s Goldman Sachs GS Stock Holding History

Laidlaw 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
2025
Q4 		– Sell
-353
Closed -$281K – 56
2025
Q3 		$281K Sell
353
-120
-25% -$88.9K 0.67% 39
2025
Q2 		$335K Buy
473
+38
+9% +$22K 0.96% 31
2025
Q1 		$238K Sell
435
-104
-19% -$62.6K 0.7% 39
2024
Q4 		$309K Sell
539
-60
-10% -$33.5K 0.13% 138
2024
Q3 		$297K Sell
599
-67
-10% -$32.8K 0.15% 134
2024
Q2 		$301K Sell
666
-133
-17% -$58.4K 0.17% 132
2024
Q1 		$334K Sell
799
-2,594
-76% -$1.01M 0.19% 127
2023
Q4 		$1.31M Sell
3,393
-1,722
-34% -$575K 0.48% 63
2023
Q3 		$1.65M Sell
5,115
-5,222
-51% -$1.74M 0.55% 51
2023
Q2 		$3.33M Buy
10,337
+2,139
+26% +$703K 0.65% 36
2023
Q1 		$2.68M Buy
8,198
+2,269
+38% +$790K 0.55% 49
2022
Q4 		$2.04M Sell
5,929
-637
-10% -$222K 0.44% 64
2022
Q3 		$1.92M Sell
6,566
-209
-3% -$67.7K 0.45% 62
2022
Q2 		$2.01M Buy
6,775
+1,097
+19% +$342K 0.41% 70
2022
Q1 		$1.87M Buy
5,678
+528
+10% +$186K 0.31% 85
2021
Q4 		$1.97M Buy
5,150
+175
+4% +$69.3K 0.31% 84
2021
Q3 		$1.88M Buy
4,975
+731
+17% +$285K 0.48% 59
2021
Q2 		$1.61M Buy
4,244
+370
+10% +$132K 0.42% 70
2021
Q1 		$1.27M Sell
3,874
-2,123
-35% -$661K 0.43% 63
2020
Q4 		$1.58M Buy
5,997
+3,943
+192% +$878K 0.33% 80
2020
Q3 		$413K Sell
2,054
-20
-1% -$4.07K 0.18% 122
2020
Q2 		$410K Buy
2,074
+437
+27% +$82K 0.21% 109
2020
Q1 		$253K Sell
1,637
-14
-0.8% -$2.97K 0.17% 127
2019
Q4 		$380K Buy
+1,651
New +$358K 0.24% 109

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Laidlaw Wealth Management's GS Position: Q4 2025 in Review

Laidlaw Wealth Management sold out of Goldman Sachs (GS) in Q4 2025, closing a stake of 353 shares — an estimated $281K sold.

Laidlaw Wealth Management first reported a position in GS in Q4 2019 and held it in 24 quarters. The position peaked at $3.33M in Q2 2023. 3,016 funds tracked by Wall St. Rank hold GS as of Q4 2025.

  • Laidlaw Wealth Management reported no remaining Goldman Sachs position as of Q4 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 353 Goldman Sachs shares in Q4 2025, an estimated $281K.
  • Laidlaw Wealth Management first reported a position in Goldman Sachs in Q4 2019 and held it in 24 quarters.
  • Laidlaw Wealth Management's Goldman Sachs position peaked at $3.33M in Q2 2023.
  • 3,016 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2025.

Based on Laidlaw Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.