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New Insight Wealth Advisors’s Goldman Sachs GS Stock Holding History

New Insight Wealth Advisors’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 		$2.49M Sell
2,942
-102
-3% -$91K 0.89% 29
2025
Q4 		$2.68M Buy
3,044
+38
+1% +$31K 0.96% 28
2025
Q3 		$2.39M Sell
3,006
-5
-0.2% -$3.71K 0.9% 29
2025
Q2 		$2.13M Buy
3,011
+646
+27% +$374K 0.88% 28
2025
Q1 		$1.29M Buy
2,365
+189
+9% +$114K 0.59% 35
2024
Q4 		$1.25M Sell
2,176
-50
-2% -$27.9K 0.62% 31
2024
Q3 		$1.1M Sell
2,226
-95
-4% -$46.5K 0.58% 33
2024
Q2 		$1.05M Buy
2,321
+5
+0.2% +$2.19K 0.62% 33
2024
Q1 		$967K Sell
2,316
-41
-2% -$15.9K 0.6% 34
2023
Q4 		$909K Buy
+2,357
New +$787K 0.61% 33

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

New Insight Wealth Advisors's GS Position: Q1 2026 in Review

New Insight Wealth Advisors reduced its Goldman Sachs (GS) stake by 3.4% in Q1 2026, selling an estimated $91K and leaving 2,942 shares worth $2.49M. The position accounts for 0.89% of the portfolio, ranked #29.

New Insight Wealth Advisors first reported a position in GS in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.68M in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • New Insight Wealth Advisors held 2,942 shares of Goldman Sachs worth $2.49M as of Q1 2026.
  • New Insight Wealth Advisors sold 102 Goldman Sachs shares in Q1 2026, an estimated $91K.
  • Goldman Sachs made up 0.89% of New Insight Wealth Advisors's portfolio in Q1 2026, its #29 holding.
  • New Insight Wealth Advisors first reported a position in Goldman Sachs in Q4 2023 and has held it in 10 quarters since.
  • New Insight Wealth Advisors's Goldman Sachs position peaked at $2.68M in Q4 2025.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.