Litman Gregory Wealth Management’s Goldman Sachs GS Stock Holding History

Litman Gregory 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	$22.9K	Buy	+26	New	+$21.2K	﹤0.01%	267

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Litman Gregory Wealth Management's GS Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Goldman Sachs (GS) in Q4 2025: 26 shares worth $22.9K. The stake represents ﹤0.01% of the portfolio and ranks #267 among its holdings.

3,022 funds tracked by Wall St. Rank hold GS as of Q4 2025.

Litman Gregory Wealth Management held 26 shares of Goldman Sachs worth $22.9K as of Q4 2025.
Goldman Sachs was a new Litman Gregory Wealth Management position in Q4 2025.
Goldman Sachs made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #267 holding.
3,022 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.