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Medallion Wealth Advisors’s Goldman Sachs GS Stock Holding History

Medallion Wealth Advisors’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 		$33.8K Hold
40
– – 0.01% 550
2025
Q4 		$35.2K Hold
40
– – 0.01% 527
2025
Q3 		$31.9K Hold
40
– – 0.01% 550
2025
Q2 		$28.3K Sell
40
-2
-5% -$1.16K 0.01% 558
2025
Q1 		$23K Buy
42
+30
+250% +$18.1K 0.01% 552
2024
Q4 		$6.87K Buy
+12
New +$6.69K ﹤0.01% 712

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

Medallion Wealth Advisors's GS Position: Q1 2026 in Review

Medallion Wealth Advisors held its Goldman Sachs (GS) position steady in Q1 2026 at 40 shares worth $33.8K. The position accounts for 0.01% of the portfolio, ranked #550.

Medallion Wealth Advisors first reported a position in GS in Q4 2024 and has held it in 6 quarters since. The position peaked at $35.2K in Q4 2025. 2,983 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Medallion Wealth Advisors held 40 shares of Goldman Sachs worth $33.8K as of Q1 2026.
  • Medallion Wealth Advisors left its Goldman Sachs share count unchanged in Q1 2026.
  • Goldman Sachs made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #550 holding.
  • Medallion Wealth Advisors first reported a position in Goldman Sachs in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Goldman Sachs position peaked at $35.2K in Q4 2025.
  • 2,983 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.