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Peloton Wealth Strategists’s Goldman Sachs GS Stock Holding History

Peloton Wealth Strategists’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 		$4.14M Sell
4,890
-695
-12% -$620K 1.67% 18
2025
Q4 		$4.91M Sell
5,585
-1,040
-16% -$849K 1.9% 16
2025
Q3 		$5.28M Sell
6,625
-387
-6% -$287K 2.07% 15
2025
Q2 		$4.96M Sell
7,012
-350
-5% -$203K 1.99% 15
2025
Q1 		$4.02M Sell
7,362
-960
-12% -$578K 1.68% 18
2024
Q4 		$4.76M Sell
8,322
-135
-2% -$75.3K 1.92% 17
2024
Q3 		$4.19M Sell
8,457
-310
-4% -$152K 1.66% 22
2024
Q2 		$3.96M Buy
8,767
+7
+0.1% +$3.07K 1.63% 22
2024
Q1 		$3.66M Buy
8,760
+53
+0.6% +$20.6K 1.49% 27
2023
Q4 		$3.36M Buy
8,707
+477
+6% +$159K 1.45% 27
2023
Q3 		$2.66M Buy
8,230
+4,735
+135% +$1.58M 1.23% 33
2023
Q2 		$1.13M Buy
3,495
+530
+18% +$174K 0.5% 61
2023
Q1 		$970K Hold
2,965
– – 0.44% 62
2022
Q4 		$1.02M Buy
2,965
+345
+13% +$120K 0.49% 60
2022
Q3 		$768K Buy
2,620
+290
+12% +$94K 0.4% 64
2022
Q2 		$692K Hold
2,330
– – 0.34% 66
2022
Q1 		$769K Buy
2,330
+625
+37% +$221K 0.32% 67
2021
Q4 		$652K Buy
1,705
+100
+6% +$39.6K 0.26% 73
2021
Q3 		$607K Hold
1,605
– – 0.25% 71
2021
Q2 		$609K Buy
1,605
+45
+3% +$16.1K 0.25% 69
2021
Q1 		$510K Buy
1,560
+30
+2% +$9.34K 0.24% 66
2020
Q4 		$403K Buy
1,530
+225
+17% +$50.1K 0.2% 70
2020
Q3 		$262K Buy
+1,305
New +$266K 0.15% 72

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

Peloton Wealth Strategists's GS Position: Q1 2026 in Review

Peloton Wealth Strategists reduced its Goldman Sachs (GS) stake by 12% in Q1 2026, selling an estimated $620K and leaving 4,890 shares worth $4.14M. The position accounts for 1.67% of the portfolio, ranked #18.

Peloton Wealth Strategists first reported a position in GS in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.28M in Q3 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Peloton Wealth Strategists held 4,890 shares of Goldman Sachs worth $4.14M as of Q1 2026.
  • Peloton Wealth Strategists sold 695 Goldman Sachs shares in Q1 2026, an estimated $620K.
  • Goldman Sachs made up 1.67% of Peloton Wealth Strategists's portfolio in Q1 2026, its #18 holding.
  • Peloton Wealth Strategists first reported a position in Goldman Sachs in Q3 2020 and has held it in 23 quarters since.
  • Peloton Wealth Strategists's Goldman Sachs position peaked at $5.28M in Q3 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Peloton Wealth Strategists's 13F filing for Q1 2026, filed 14 May 2026.