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Meritage Portfolio Management’s Goldman Sachs GS Stock Holding History

Meritage Portfolio 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
2025
Q4 		$11.7M Sell
13,356
-446
-3% -$364K 0.78% 27
2025
Q3 		$11M Sell
13,802
-1,398
-9% -$1.04M 0.73% 30
2025
Q2 		$10.8M Sell
15,200
-182
-1% -$105K 0.68% 32
2025
Q1 		$8.4M Sell
15,382
-212
-1% -$128K 0.56% 47
2024
Q4 		$8.93M Sell
15,594
-228
-1% -$127K 0.55% 44
2024
Q3 		$7.83M Sell
15,822
-155
-1% -$75.8K 0.48% 55
2024
Q2 		$7.23M Buy
+15,977
New +$7.01M 0.46% 60
2022
Q1 		– Sell
-14,122
Closed -$5.4M – 358
2021
Q4 		$5.4M Buy
14,122
+211
+2% +$83.5K 0.31% 98
2021
Q3 		$5.26M Buy
13,911
+211
+2% +$82.4K 0.32% 87
2021
Q2 		$5.2M Buy
13,700
+354
+3% +$127K 0.31% 95
2021
Q1 		$4.36M Buy
13,346
+2,327
+21% +$724K 0.29% 103
2020
Q4 		$2.91M Buy
11,019
+676
+7% +$150K 0.21% 133
2020
Q3 		$2.08M Buy
+10,343
New +$2.1M 0.19% 145
2017
Q3 		– Sell
-19,366
Closed -$4.3M – 206
2017
Q2 		$4.3M Sell
19,366
-295
-2% -$65.5K 0.44% 115
2017
Q1 		$4.52M Buy
19,661
+332
+2% +$80.2K 0.47% 103
2016
Q4 		$4.63M Buy
+19,329
New +$3.92M 0.51% 105

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Meritage Portfolio Management's GS Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Goldman Sachs (GS) stake by 3.2% in Q4 2025, selling an estimated $364K and leaving 13,356 shares worth $11.7M. The position accounts for 0.78% of the portfolio, ranked #27.

Meritage Portfolio Management first reported a position in GS in Q4 2016 and has held it in 16 quarters since. 3,022 funds tracked by Wall St. Rank hold GS as of Q4 2025.

  • Meritage Portfolio Management held 13,356 shares of Goldman Sachs worth $11.7M as of Q4 2025.
  • Meritage Portfolio Management sold 446 Goldman Sachs shares in Q4 2025, an estimated $364K.
  • Goldman Sachs made up 0.78% of Meritage Portfolio Management's portfolio in Q4 2025, its #27 holding.
  • Meritage Portfolio Management first reported a position in Goldman Sachs in Q4 2016 and has held it in 16 quarters since.
  • 3,022 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.