New World Advisors’s Goldman Sachs GS Stock Holding History

New World 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	$312K	Sell	369 -31	-8%	-$27.7K	0.05%	54
2025 Q4	$352K	Buy	400 +18	+5%	+$14.7K	0.06%	52
2025 Q3	$304K	Buy	+382	New	+$283K	0.06%	53
2022 Q3	–	Sell	-722	Closed	-$209K	–	58
2022 Q2	$209K	Buy	722 +21	+3%	+$6.54K	0.11%	58
2022 Q1	$234K	Buy	+701	New	+$248K	0.12%	53
2019 Q2	–	Sell	-5	Closed	-$1K	–	53
2019 Q1	$1K	Buy	+5	New	+$965	﹤0.01%	120

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

New World Advisors's GS Position: Q1 2026 in Review

New World Advisors reduced its Goldman Sachs (GS) stake by 7.8% in Q1 2026, selling an estimated $27.7K and leaving 369 shares worth $312K. The position accounts for 0.05% of the portfolio, ranked #54.

New World Advisors first reported a position in GS in Q1 2019 and has held it in 6 quarters since. The position peaked at $352K in Q4 2025. 2,983 funds tracked by Wall St. Rank hold GS as of Q1 2026.

New World Advisors held 369 shares of Goldman Sachs worth $312K as of Q1 2026.
New World Advisors sold 31 Goldman Sachs shares in Q1 2026, an estimated $27.7K.
Goldman Sachs made up 0.05% of New World Advisors's portfolio in Q1 2026, its #54 holding.
New World Advisors first reported a position in Goldman Sachs in Q1 2019 and has held it in 6 quarters since.
New World Advisors's Goldman Sachs position peaked at $352K in Q4 2025.
2,983 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on New World Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.