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Parkwoods Wealth Partners’s Goldman Sachs GS Stock Holding History

Parkwoods Wealth Partners’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 		$221K Sell
261
-48
-16% -$42.8K 0.05% 100
2025
Q4 		$272K Sell
309
-23
-7% -$18.8K 0.08% 89
2025
Q3 		$264K Buy
332
+9
+3% +$6.67K 0.09% 80
2025
Q2 		$229K Buy
+323
New +$187K 0.13% 69

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

Parkwoods Wealth Partners's GS Position: Q1 2026 in Review

Parkwoods Wealth Partners reduced its Goldman Sachs (GS) stake by 16% in Q1 2026, selling an estimated $42.8K and leaving 261 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #100.

Parkwoods Wealth Partners first reported a position in GS in Q2 2025 and has held it in 4 quarters since. The position peaked at $272K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Parkwoods Wealth Partners held 261 shares of Goldman Sachs worth $221K as of Q1 2026.
  • Parkwoods Wealth Partners sold 48 Goldman Sachs shares in Q1 2026, an estimated $42.8K.
  • Goldman Sachs made up 0.05% of Parkwoods Wealth Partners's portfolio in Q1 2026, its #100 holding.
  • Parkwoods Wealth Partners first reported a position in Goldman Sachs in Q2 2025 and has held it in 4 quarters since.
  • Parkwoods Wealth Partners's Goldman Sachs position peaked at $272K in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.