Marks Group Wealth Management’s Goldman Sachs GS Stock Holding History

Marks Group 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
2026 Q1	$793K	Buy	937 +2	+0.2%	+$1.78K	0.08%	208
2025 Q4	$822K	Buy	935 +2	+0.2%	+$1.63K	0.08%	204
2025 Q3	$743K	Buy	933 +2	+0.2%	+$1.48K	0.07%	194
2025 Q2	$659K	Buy	931 +307	+49%	+$178K	0.06%	209
2025 Q1	$341K	Buy	624 +144	+30%	+$86.7K	0.03%	267
2024 Q4	$275K	Hold	480	–	–	0.03%	265
2024 Q3	$238K	Hold	480	–	–	0.02%	279
2024 Q2	$217K	Hold	480	–	–	0.02%	282
2024 Q1	$200K	Buy	+480	New	+$186K	0.02%	297

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

Marks Group Wealth Management's GS Position: Q1 2026 in Review

Marks Group Wealth Management increased its Goldman Sachs (GS) stake by 0.21% in Q1 2026, buying an estimated $1.78K and bringing the position to 937 shares worth $793K. The position accounts for 0.08% of the portfolio, ranked #208.

Marks Group Wealth Management first reported a position in GS in Q1 2024 and has held it in 9 quarters since. The position peaked at $822K in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Marks Group Wealth Management held 937 shares of Goldman Sachs worth $793K as of Q1 2026.
Marks Group Wealth Management bought 2 Goldman Sachs shares in Q1 2026, an estimated $1.78K.
Goldman Sachs made up 0.08% of Marks Group Wealth Management's portfolio in Q1 2026, its #208 holding.
Marks Group Wealth Management first reported a position in Goldman Sachs in Q1 2024 and has held it in 9 quarters since.
Marks Group Wealth Management's Goldman Sachs position peaked at $822K in Q4 2025.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.