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Patten & Patten’s Goldman Sachs GS Stock Holding History

Patten & Patten’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 		$3.63M Sell
4,291
-45
-1% -$40.1K 0.22% 94
2025
Q4 		$3.81M Sell
4,336
-57
-1% -$46.5K 0.22% 89
2025
Q3 		$3.5M Buy
4,393
+30
+0.7% +$22.2K 0.21% 93
2025
Q2 		$3.09M Buy
4,363
+175
+4% +$101K 0.2% 94
2025
Q1 		$2.29M Buy
4,188
+463
+12% +$279K 0.15% 104
2024
Q4 		$2.13M Sell
3,725
-150
-4% -$83.7K 0.14% 109
2024
Q3 		$1.92M Buy
3,875
+11
+0.3% +$5.38K 0.13% 118
2024
Q2 		$1.75M Hold
3,864
– – 0.12% 124
2024
Q1 		$1.61M Buy
3,864
+324
+9% +$126K 0.12% 132
2023
Q4 		$1.37M Sell
3,540
-155
-4% -$51.7K 0.11% 134
2023
Q3 		$1.2M Buy
3,695
+10
+0.3% +$3.34K 0.11% 133
2023
Q2 		$1.19M Sell
3,685
-2
-0.1% -$658 0.1% 134
2023
Q1 		$1.21M Buy
3,687
+140
+4% +$48.7K 0.11% 128
2022
Q4 		$1.22M Sell
3,547
-133
-4% -$46.3K 0.11% 127
2022
Q3 		$1.08M Buy
3,680
+560
+18% +$181K 0.1% 132
2022
Q2 		$927K Buy
3,120
+705
+29% +$219K 0.08% 148
2022
Q1 		$797K Buy
2,415
+1,300
+117% +$459K 0.06% 171
2021
Q4 		$427K Buy
1,115
+160
+17% +$63.3K 0.03% 220
2021
Q3 		$361K Buy
955
+39
+4% +$15.2K 0.03% 228
2021
Q2 		$348K Buy
916
+30
+3% +$10.7K 0.03% 227
2021
Q1 		$290K Hold
886
– – 0.02% 234
2020
Q4 		$234K Buy
+886
New +$197K 0.02% 234
2014
Q3 		– Sell
-1,900
Closed -$318K – 209
2014
Q2 		$318K Sell
1,900
-100
-5% -$16.1K 0.05% 171
2014
Q1 		$328K Sell
2,000
-109
-5% -$18.3K 0.04% 216
2013
Q4 		$374K Sell
2,109
-41
-2% -$6.76K 0.05% 194
2013
Q3 		$340K Sell
2,150
-15
-0.7% -$2.42K 0.05% 190
2013
Q2 		$327K Buy
+2,165
New +$330K 0.05% 183

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

Patten & Patten's GS Position: Q1 2026 in Review

Patten & Patten reduced its Goldman Sachs (GS) stake by 1% in Q1 2026, selling an estimated $40.1K and leaving 4,291 shares worth $3.63M. The position accounts for 0.22% of the portfolio, ranked #94.

Patten & Patten first reported a position in GS in Q2 2013 and has held it in 27 quarters since. The position peaked at $3.81M in Q4 2025. 2,985 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Patten & Patten held 4,291 shares of Goldman Sachs worth $3.63M as of Q1 2026.
  • Patten & Patten sold 45 Goldman Sachs shares in Q1 2026, an estimated $40.1K.
  • Goldman Sachs made up 0.22% of Patten & Patten's portfolio in Q1 2026, its #94 holding.
  • Patten & Patten first reported a position in Goldman Sachs in Q2 2013 and has held it in 27 quarters since.
  • Patten & Patten's Goldman Sachs position peaked at $3.81M in Q4 2025.
  • 2,985 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.