Magnolia Private Wealth’s Goldman Sachs GS Stock Holding History

Magnolia Private Wealth’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	–	Sell	-260	Closed	-$229K	–	141
2025 Q4	$229K	Hold	260	–	–	0.16%	112
2025 Q3	$207K	Buy	+260	New	+$193K	0.15%	105

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

Magnolia Private Wealth's GS Position: Q1 2026 in Review

Magnolia Private Wealth sold out of Goldman Sachs (GS) in Q1 2026, closing a stake of 260 shares — an estimated $229K sold.

Magnolia Private Wealth first reported a position in GS in Q3 2025 and held it in 2 quarters. The position peaked at $229K in Q4 2025. 2,985 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Magnolia Private Wealth reported no remaining Goldman Sachs position as of Q1 2026 after selling out during the quarter.
Magnolia Private Wealth sold 260 Goldman Sachs shares in Q1 2026, an estimated $229K.
Magnolia Private Wealth first reported a position in Goldman Sachs in Q3 2025 and held it in 2 quarters.
Magnolia Private Wealth's Goldman Sachs position peaked at $229K in Q4 2025.
2,985 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Magnolia Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.