Meridian Wealth Partners’s Goldman Sachs GS Stock Holding History

Meridian Wealth Partners’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 Q3	$248K	Sell	276 -12	-4%	-$12.3K	0.03%	98
2026 Q2	$292K	Buy	288 +8	+3%	+$7.8K	0.04%	98
2026 Q1	$237K	Sell	280 -4	-1%	-$3.57K	0.03%	104
2025 Q4	$250K	Buy	284 +5	+2%	+$4.08K	0.03%	94
2025 Q3	$222K	Sell	279 -33	-11%	-$24.5K	0.03%	105
2025 Q2	$221K	Buy	+312	New	+$181K	0.03%	105
2024 Q3	–	Sell	-485	Closed	-$220K	–	113
2024 Q2	$220K	Buy	+485	New	+$213K	0.04%	100
2021 Q2	–	Sell	-406	Closed	-$133K	–	575
2021 Q1	$133K	Buy	406 +9	+2%	+$2.8K	0.04%	91
2020 Q4	$104K	Buy	397 +86	+28%	+$19.1K	0.04%	99
2020 Q3	$63K	Buy	311 +1	+0.3%	+$203	0.03%	114
2020 Q2	$61K	Hold	310	–	–	0.03%	115
2020 Q1	$48K	Buy	310 +1	+0.3%	+$212	0.03%	124
2019 Q4	$71K	Buy	+309	New	+$67.1K	0.04%	114

Other funds holding GS

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Meridian Wealth Partners's GS Position: Q3 2026 in Review

Meridian Wealth Partners reduced its Goldman Sachs (GS) stake by 4.2% in Q3 2026, selling an estimated $12.3K and leaving 276 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #98.

Meridian Wealth Partners first reported a position in GS in Q4 2019 and has held it in 13 quarters since. The position peaked at $292K in Q2 2026. 2,750 funds tracked by Wall St. Rank hold GS as of Q3 2026.

Meridian Wealth Partners held 276 shares of Goldman Sachs worth $248K as of Q3 2026.
Meridian Wealth Partners sold 12 Goldman Sachs shares in Q3 2026, an estimated $12.3K.
Goldman Sachs made up 0.03% of Meridian Wealth Partners's portfolio in Q3 2026, its #98 holding.
Meridian Wealth Partners first reported a position in Goldman Sachs in Q4 2019 and has held it in 13 quarters since.
Meridian Wealth Partners's Goldman Sachs position peaked at $292K in Q2 2026.
2,750 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Meridian Wealth Partners's 13F filing for Q3 2026, filed 9 Nov 2026.