Novak & Powell Financial Services’s Goldman Sachs GS Stock Holding History

Novak & Powell Financial Services’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	$325K	Buy	384 +2	+0.5%	+$1.78K	0.18%	117
2025 Q4	$336K	Buy	382 +1	+0.3%	+$816	0.18%	107
2025 Q3	$304K	Buy	381 +1	+0.3%	+$741	0.16%	122
2025 Q2	$269K	Buy	380 +1	+0.3%	+$579	0.19%	113
2025 Q1	$207K	Buy	379 +2	+0.5%	+$1.2K	0.13%	145
2024 Q4	$216K	Buy	+377	New	+$210K	0.13%	140

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

Novak & Powell Financial Services's GS Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Goldman Sachs (GS) stake by 0.52% in Q1 2026, buying an estimated $1.78K and bringing the position to 384 shares worth $325K. The position accounts for 0.18% of the portfolio, ranked #117.

Novak & Powell Financial Services first reported a position in GS in Q4 2024 and has held it in 6 quarters since. The position peaked at $336K in Q4 2025. 2,983 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Novak & Powell Financial Services held 384 shares of Goldman Sachs worth $325K as of Q1 2026.
Novak & Powell Financial Services bought 2 Goldman Sachs shares in Q1 2026, an estimated $1.78K.
Goldman Sachs made up 0.18% of Novak & Powell Financial Services's portfolio in Q1 2026, its #117 holding.
Novak & Powell Financial Services first reported a position in Goldman Sachs in Q4 2024 and has held it in 6 quarters since.
Novak & Powell Financial Services's Goldman Sachs position peaked at $336K in Q4 2025.
2,983 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.