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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
2020
Q1 		– Sell
-400
Closed -$92K – 199
2019
Q4 		$92K Buy
+400
New +$86.8K 0.06% 97

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

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.