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Milestone Asset Management’s Goldman Sachs GS Stock Holding History

Milestone Asset 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
2026
Q1 		– Sell
-250
Closed -$220K – 240
2025
Q4 		$220K Sell
250
-23
-8% -$18.8K 0.04% 204
2025
Q3 		$217K Buy
+273
New +$202K 0.04% 212

Other funds holding GS

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Milestone Asset Management's GS Position: Q1 2026 in Review

Milestone Asset Management sold out of Goldman Sachs (GS) in Q1 2026, closing a stake of 250 shares — an estimated $220K sold.

Milestone Asset Management first reported a position in GS in Q3 2025 and held it in 2 quarters. The position peaked at $220K in Q4 2025. 3,000 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Milestone Asset Management reported no remaining Goldman Sachs position as of Q1 2026 after selling out during the quarter.
  • Milestone Asset Management sold 250 Goldman Sachs shares in Q1 2026, an estimated $220K.
  • Milestone Asset Management first reported a position in Goldman Sachs in Q3 2025 and held it in 2 quarters.
  • Milestone Asset Management's Goldman Sachs position peaked at $220K in Q4 2025.
  • 3,000 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Milestone Asset Management's 13F filing for Q1 2026, filed 15 Apr 2026.