Legacy Capital Group California’s Goldman Sachs GS Stock Holding History

Legacy Capital Group California’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	$1.07M	Sell	1,267 -2,827	-69%	-$2.52M	0.41%	64
2025 Q4	$3.6M	Sell	4,094 -28	-0.7%	-$22.8K	0.87%	18
2025 Q3	$3.28M	Buy	4,122 +372	+10%	+$276K	0.84%	17
2025 Q2	$2.65M	Buy	3,750 +3,109	+485%	+$1.8M	0.74%	22
2025 Q1	$350K	Sell	641 -3	-0.5%	-$1.8K	0.12%	202
2024 Q4	$369K	Sell	644 -2	-0.3%	-$1.12K	0.11%	215
2024 Q3	$320K	Sell	646 -31	-5%	-$15.2K	0.11%	219
2024 Q2	$306K	Sell	677 -175	-21%	-$76.8K	0.11%	217
2024 Q1	$356K	Sell	852 -12	-1%	-$4.66K	0.13%	204
2023 Q4	$333K	Buy	864 +1	+0.1%	+$334	0.13%	205
2023 Q3	$279K	Sell	863 -10	-1%	-$3.34K	0.12%	220
2023 Q2	$282K	Buy	873 +28	+3%	+$9.21K	0.12%	211
2023 Q1	$276K	Buy	+845	New	+$294K	0.14%	199

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Capital Group California's GS Position: Q1 2026 in Review

Legacy Capital Group California reduced its Goldman Sachs (GS) stake by 69% in Q1 2026, selling an estimated $2.52M and leaving 1,267 shares worth $1.07M. The position accounts for 0.41% of the portfolio, ranked #64.

Legacy Capital Group California first reported a position in GS in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.6M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Legacy Capital Group California held 1,267 shares of Goldman Sachs worth $1.07M as of Q1 2026.
Legacy Capital Group California sold 2,827 Goldman Sachs shares in Q1 2026, an estimated $2.52M.
Goldman Sachs made up 0.41% of Legacy Capital Group California's portfolio in Q1 2026, its #64 holding.
Legacy Capital Group California first reported a position in Goldman Sachs in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Group California's Goldman Sachs position peaked at $3.6M in Q4 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.