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Perfromance Wealth Partners’s Goldman Sachs GS Stock Holding History

Perfromance 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 		$118M Buy
139,238
+1,647
+1% +$1.47M 3.42% 7
2025
Q4 		$121M Buy
137,591
+857
+0.6% +$699K 3.28% 7
2025
Q3 		$109M Buy
136,734
+2,794
+2% +$2.07M 3.04% 7
2025
Q2 		$94.8M Buy
133,940
+3,124
+2% +$1.81M 3.03% 7
2025
Q1 		$71.5M Buy
130,816
+8,777
+7% +$5.28M 2.55% 8
2024
Q4 		$69.9M Buy
122,039
+2,539
+2% +$1.42M 2.25% 8
2024
Q3 		$59.2M Buy
119,500
+4,804
+4% +$2.35M 2.04% 11
2024
Q2 		$51.9M Buy
114,696
+38,996
+52% +$17.1M 1.91% 11
2024
Q1 		$31.6M Buy
75,700
+1,868
+3% +$725K 1.33% 11
2023
Q4 		$28.5M Sell
73,832
-4,927
-6% -$1.64M 1.25% 11
2023
Q3 		$25.5M Sell
78,759
-2,271
-3% -$759K 1.24% 12
2023
Q2 		$25.9M Sell
81,030
-3,338
-4% -$1.1M 1.19% 12
2023
Q1 		$27.6M Sell
84,368
-3,041
-3% -$1.06M 1.41% 12
2022
Q4 		$30M Sell
87,409
-1,094
-1% -$381K 1.81% 12
2022
Q3 		$25.9M Buy
88,503
+4,371
+5% +$1.42M 1.5% 11
2022
Q2 		$25M Sell
84,132
-5,153
-6% -$1.6M 1.4% 13
2022
Q1 		$29.5M Buy
89,285
+10,399
+13% +$3.67M 1.28% 14
2021
Q4 		$30.2M Buy
+78,886
New +$31.2M 1.22% 16

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

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

Perfromance Wealth Partners increased its Goldman Sachs (GS) stake by 1.2% in Q1 2026, buying an estimated $1.47M and bringing the position to 139,238 shares worth $118M. The position accounts for 3.42% of the portfolio, ranked #7.

Perfromance Wealth Partners first reported a position in GS in Q4 2021 and has held it in 18 quarters since. The position peaked at $121M in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Perfromance Wealth Partners held 139,238 shares of Goldman Sachs worth $118M as of Q1 2026.
  • Perfromance Wealth Partners bought 1,647 Goldman Sachs shares in Q1 2026, an estimated $1.47M.
  • Goldman Sachs made up 3.42% of Perfromance Wealth Partners's portfolio in Q1 2026, its #7 holding.
  • Perfromance Wealth Partners first reported a position in Goldman Sachs in Q4 2021 and has held it in 18 quarters since.
  • Perfromance Wealth Partners's Goldman Sachs position peaked at $121M in Q4 2025.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.