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McLean Asset Management’s Goldman Sachs GS Stock Holding History

McLean Asset 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 		$708K Buy
836
+6
+0.7% +$5.35K 0.12% 76
2025
Q4 		$775K Sell
830
-1
-0.1% -$816 0.14% 69
2025
Q3 		$662K Buy
831
+18
+2% +$13.3K 0.14% 79
2025
Q2 		$582K Buy
813
+25
+3% +$14.5K 0.15% 77
2025
Q1 		$364K Sell
788
-56
-7% -$33.7K 0.12% 88
2024
Q4 		$483K Buy
844
+88
+12% +$49.1K 0.15% 78
2024
Q3 		$374K Buy
756
+5
+0.7% +$2.45K 0.11% 90
2024
Q2 		$360K Buy
751
+16
+2% +$7.02K 0.12% 92
2024
Q1 		$302K Buy
735
+4
+0.5% +$1.55K 0.1% 105
2023
Q4 		$282K Sell
731
-1
-0.1% -$334 0.11% 104
2023
Q3 		$230K Buy
732
+6
+0.8% +$2K 0.09% 116
2023
Q2 		$234K Buy
726
+3
+0.4% +$986 0.09% 114
2023
Q1 		$237K Sell
723
-71
-9% -$24.7K 0.1% 108
2022
Q4 		$273K Buy
794
+24
+3% +$8.36K 0.09% 101
2022
Q3 		$232K Buy
770
+9
+1% +$2.92K 0.09% 110
2022
Q2 		$224K Buy
761
+4
+0.5% +$1.25K 0.09% 111
2022
Q1 		$250K Buy
757
+57
+8% +$20.1K 0.19% 103
2021
Q4 		$273K Sell
700
-15
-2% -$5.94K 0.11% 103
2021
Q3 		$298K Buy
715
+145
+25% +$56.6K 0.11% 93
2021
Q2 		$208K Buy
+570
New +$204K 0.09% 111

Other funds holding GS

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

McLean Asset Management's GS Position: Q1 2026 in Review

McLean Asset Management increased its Goldman Sachs (GS) stake by 0.72% in Q1 2026, buying an estimated $5.35K and bringing the position to 836 shares worth $708K. The position accounts for 0.12% of the portfolio, ranked #76.

McLean Asset Management first reported a position in GS in Q2 2021 and has held it in 20 quarters since. The position peaked at $775K in Q4 2025. 2,984 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • McLean Asset Management held 836 shares of Goldman Sachs worth $708K as of Q1 2026.
  • McLean Asset Management bought 6 Goldman Sachs shares in Q1 2026, an estimated $5.35K.
  • Goldman Sachs made up 0.12% of McLean Asset Management's portfolio in Q1 2026, its #76 holding.
  • McLean Asset Management first reported a position in Goldman Sachs in Q2 2021 and has held it in 20 quarters since.
  • McLean Asset Management's Goldman Sachs position peaked at $775K in Q4 2025.
  • 2,984 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.