Leo Wealth LLC’s Goldman Sachs GS Stock Holding History

Leo Wealth LLC’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	$2.55M	Sell	3,012 -142	-5%	-$127K	0.19%	102
2025 Q4	$2.77M	Buy	3,154 +1,318	+72%	+$1.08M	0.2%	88
2025 Q3	$1.46M	Sell	1,836 -1,016	-36%	-$753K	0.19%	97
2025 Q2	$2.01M	Buy	2,852 +554	+24%	+$321K	0.16%	119
2025 Q1	$1.26M	Sell	2,298 -571	-20%	-$344K	0.18%	110
2024 Q4	$1.64M	Sell	2,869 -177	-6%	-$98.7K	0.15%	117
2024 Q3	$1.51M	Sell	3,046 -17	-0.6%	-$8.31K	0.14%	120
2024 Q2	$1.39M	Buy	3,063 +28	+0.9%	+$12.3K	0.14%	114
2024 Q1	$1.27M	Sell	3,035 -116	-4%	-$45K	0.13%	125
2023 Q4	$1.22M	Buy	+3,151	New	+$1.05M	0.13%	123

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

Leo Wealth LLC's GS Position: Q1 2026 in Review

Leo Wealth LLC reduced its Goldman Sachs (GS) stake by 4.5% in Q1 2026, selling an estimated $127K and leaving 3,012 shares worth $2.55M. The position accounts for 0.19% of the portfolio, ranked #102.

Leo Wealth LLC first reported a position in GS in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.77M in Q4 2025. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Leo Wealth LLC held 3,012 shares of Goldman Sachs worth $2.55M as of Q1 2026.
Leo Wealth LLC sold 142 Goldman Sachs shares in Q1 2026, an estimated $127K.
Goldman Sachs made up 0.19% of Leo Wealth LLC's portfolio in Q1 2026, its #102 holding.
Leo Wealth LLC first reported a position in Goldman Sachs in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's Goldman Sachs position peaked at $2.77M in Q4 2025.
2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.