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Modern Wealth Management’s Goldman Sachs GS Stock Holding History

Modern 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 		$1.22M Buy
1,419
+221
+18% +$197K 0.02% 382
2025
Q4 		$1.05M Buy
1,198
+52
+5% +$42.4K 0.02% 398
2025
Q3 		$912K Buy
1,146
+119
+12% +$88.2K 0.02% 407
2025
Q2 		$727K Buy
1,027
+81
+9% +$46.9K 0.02% 421
2025
Q1 		$517K Buy
946
+49
+5% +$29.5K 0.02% 414
2024
Q4 		$513K Buy
+897
New +$500K 0.02% 360

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

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

Modern Wealth Management increased its Goldman Sachs (GS) stake by 18% in Q1 2026, buying an estimated $197K and bringing the position to 1,419 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #382.

Modern Wealth Management first reported a position in GS in Q4 2024 and has held it in 6 quarters since. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Modern Wealth Management held 1,419 shares of Goldman Sachs worth $1.22M as of Q1 2026.
  • Modern Wealth Management bought 221 Goldman Sachs shares in Q1 2026, an estimated $197K.
  • Goldman Sachs made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #382 holding.
  • Modern Wealth Management first reported a position in Goldman Sachs in Q4 2024 and has held it in 6 quarters since.
  • 2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.