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 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 $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

Meridian Wealth Partners's GS Position: Q1 2026 in Review

Meridian Wealth Partners reduced its Goldman Sachs (GS) stake by 1.4% in Q1 2026, selling an estimated $3.57K and leaving 280 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #104.

Meridian Wealth Partners first reported a position in GS in Q4 2019 and has held it in 11 quarters since. The position peaked at $250K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Meridian Wealth Partners held 280 shares of Goldman Sachs worth $237K as of Q1 2026.
Meridian Wealth Partners sold 4 Goldman Sachs shares in Q1 2026, an estimated $3.57K.
Goldman Sachs made up 0.03% of Meridian Wealth Partners's portfolio in Q1 2026, its #104 holding.
Meridian Wealth Partners first reported a position in Goldman Sachs in Q4 2019 and has held it in 11 quarters since.
Meridian Wealth Partners's Goldman Sachs position peaked at $250K in Q4 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.