Mittelman Wealth Management’s Goldman Sachs GS Stock Holding History

Mittelman Wealth 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	$717K	Sell	847 -192	-18%	-$171K	0.45%	30
2025 Q4	$913K	Buy	1,039 +685	+194%	+$559K	0.59%	25
2025 Q3	$282K	Sell	354 -39	-10%	-$28.9K	0.18%	39
2025 Q2	$278K	Sell	393 -127	-24%	-$73.6K	0.23%	34
2025 Q1	$284K	Hold	520	–	–	0.26%	30
2024 Q4	$298K	Sell	520 -274	-35%	-$153K	0.28%	29
2024 Q3	$393K	Sell	794 -2,635	-77%	-$1.29M	0.22%	23
2024 Q2	$1.55M	Buy	3,429 +933	+37%	+$409K	1.01%	24
2024 Q1	$1.04M	Buy	+2,496	New	+$969K	0.71%	33

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

Mittelman Wealth Management's GS Position: Q1 2026 in Review

Mittelman Wealth Management reduced its Goldman Sachs (GS) stake by 18% in Q1 2026, selling an estimated $171K and leaving 847 shares worth $717K. The position accounts for 0.45% of the portfolio, ranked #30.

Mittelman Wealth Management first reported a position in GS in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.55M in Q2 2024. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Mittelman Wealth Management held 847 shares of Goldman Sachs worth $717K as of Q1 2026.
Mittelman Wealth Management sold 192 Goldman Sachs shares in Q1 2026, an estimated $171K.
Goldman Sachs made up 0.45% of Mittelman Wealth Management's portfolio in Q1 2026, its #30 holding.
Mittelman Wealth Management first reported a position in Goldman Sachs in Q1 2024 and has held it in 9 quarters since.
Mittelman Wealth Management's Goldman Sachs position peaked at $1.55M in Q2 2024.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Mittelman Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.