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Marcum Wealth’s Goldman Sachs GS Stock Holding History

Marcum 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
2025
Q1 		$1.93M Sell
3,541
-169
-5% -$102K 0.17% 68
2024
Q4 		$2.12M Sell
3,710
-123
-3% -$68.6K 0.18% 58
2024
Q3 		$1.9M Buy
3,833
+49
+1% +$24K 0.18% 63
2024
Q2 		$1.71M Sell
3,784
-87
-2% -$38.2K 0.17% 62
2024
Q1 		$1.62M Sell
3,871
-47
-1% -$18.2K 0.16% 67
2023
Q4 		$1.51M Buy
3,918
+604
+18% +$202K 0.16% 70
2023
Q3 		$1.07M Buy
3,314
+303
+10% +$101K 0.13% 84
2023
Q2 		$971K Buy
3,011
+47
+2% +$15.5K 0.11% 91
2023
Q1 		$969K Buy
2,964
+196
+7% +$68.2K 0.12% 93
2022
Q4 		$950K Sell
2,768
-240
-8% -$83.6K 0.13% 89
2022
Q3 		$881K Buy
3,008
+73
+2% +$23.7K 0.13% 90
2022
Q2 		$872K Buy
2,935
+243
+9% +$75.7K 0.13% 100
2022
Q1 		$889K Buy
2,692
+35
+1% +$12.4K 0.12% 109
2021
Q4 		$1.02M Buy
2,657
+140
+6% +$55.4K 0.14% 101
2021
Q3 		$952K Buy
2,517
+321
+15% +$125K 0.15% 97
2021
Q2 		$834K Sell
2,196
-164
-7% -$58.7K 0.14% 111
2021
Q1 		$772K Buy
2,360
+1,029
+77% +$320K 0.13% 117
2020
Q4 		$351K Buy
+1,331
New +$296K 0.08% 89

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Marcum Wealth's GS Position: Q1 2025 in Review

Marcum Wealth reduced its Goldman Sachs (GS) stake by 4.6% in Q1 2025, selling an estimated $102K and leaving 3,541 shares worth $1.93M. The position accounts for 0.17% of the portfolio, ranked #68.

Marcum Wealth first reported a position in GS in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.12M in Q4 2024. 2,488 funds tracked by Wall St. Rank hold GS as of Q1 2025.

  • Marcum Wealth held 3,541 shares of Goldman Sachs worth $1.93M as of Q1 2025.
  • Marcum Wealth sold 169 Goldman Sachs shares in Q1 2025, an estimated $102K.
  • Goldman Sachs made up 0.17% of Marcum Wealth's portfolio in Q1 2025, its #68 holding.
  • Marcum Wealth first reported a position in Goldman Sachs in Q4 2020 and has held it in 18 quarters since.
  • Marcum Wealth's Goldman Sachs position peaked at $2.12M in Q4 2024.
  • 2,488 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.