Naviter Wealth’s Goldman Sachs GS Stock Holding History

Naviter Wealth’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	$4.93M	Sell	5,829 -94	-2%	-$83.9K	0.62%	32
2025 Q4	$5.21M	Sell	5,923 -502	-8%	-$410K	0.68%	27
2025 Q3	$5.12M	Buy	6,425 +98	+2%	+$72.6K	0.6%	31
2025 Q2	$4.48M	Sell	6,327 -99	-2%	-$57.4K	0.55%	35
2025 Q1	$3.49M	Buy	6,426 +120	+2%	+$72.2K	0.42%	58
2024 Q4	$3.61M	Buy	6,306 +2,271	+56%	+$1.27M	0.44%	54
2024 Q3	$2M	Sell	4,035 -525	-12%	-$257K	0.28%	106
2024 Q2	$2.06M	Sell	4,560 -469	-9%	-$206K	0.31%	88
2024 Q1	$2.1M	Sell	5,029 -8	-0.2%	-$3.1K	0.34%	79
2023 Q4	$1.94M	Buy	5,037 +961	+24%	+$321K	0.39%	69
2023 Q3	$1.32M	Buy	4,076 +329	+9%	+$110K	0.32%	78
2023 Q2	$1.21M	Buy	3,747 +472	+14%	+$155K	0.31%	86
2023 Q1	$1.07M	Buy	+3,275	New	+$1.14M	0.37%	75
2022 Q3	–	Sell	-1,014	Closed	-$301K	–	191
2022 Q2	$301K	Buy	+1,014	New	+$316K	0.12%	159

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

Naviter Wealth's GS Position: Q1 2026 in Review

Naviter Wealth reduced its Goldman Sachs (GS) stake by 1.6% in Q1 2026, selling an estimated $83.9K and leaving 5,829 shares worth $4.93M. The position accounts for 0.62% of the portfolio, ranked #32.

Naviter Wealth first reported a position in GS in Q2 2022 and has held it in 14 quarters since. The position peaked at $5.21M in Q4 2025. 2,984 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Naviter Wealth held 5,829 shares of Goldman Sachs worth $4.93M as of Q1 2026.
Naviter Wealth sold 94 Goldman Sachs shares in Q1 2026, an estimated $83.9K.
Goldman Sachs made up 0.62% of Naviter Wealth's portfolio in Q1 2026, its #32 holding.
Naviter Wealth first reported a position in Goldman Sachs in Q2 2022 and has held it in 14 quarters since.
Naviter Wealth's Goldman Sachs position peaked at $5.21M in Q4 2025.
2,984 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.