Miller Financial Services’s Goldman Sachs GS Stock Holding History

Miller Financial Services’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 Q1	–	Sell	-961	Closed	-$550K	–	108
2024 Q4	$550K	Buy	+961	New	+$536K	0.46%	72

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Miller Financial Services's GS Position: Q1 2025 in Review

Miller Financial Services sold out of Goldman Sachs (GS) in Q1 2025, closing a stake of 961 shares — an estimated $550K sold.

Miller Financial Services first reported a position in GS in Q4 2024 and held it in 1 quarter. The position peaked at $550K in Q4 2024. 2,487 funds tracked by Wall St. Rank hold GS as of Q1 2025.

Miller Financial Services reported no remaining Goldman Sachs position as of Q1 2025 after selling out during the quarter.
Miller Financial Services sold 961 Goldman Sachs shares in Q1 2025, an estimated $550K.
Miller Financial Services first reported a position in Goldman Sachs in Q4 2024 and held it in 1 quarter.
Miller Financial Services's Goldman Sachs position peaked at $550K in Q4 2024.
2,487 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2025.

Based on Miller Financial Services's 13F filing for Q1 2025, filed 5 May 2025.