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Personal CFO Solutions’s Goldman Sachs GS Stock Holding History

Personal CFO Solutions’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 		$2.03M Sell
2,395
-326
-12% -$291K 0.28% 60
2025
Q4 		$2.39M Buy
2,721
+73
+3% +$59.6K 0.38% 40
2025
Q3 		$2.11M Sell
2,648
-40
-1% -$29.6K 0.37% 47
2025
Q2 		$1.9M Sell
2,688
-430
-14% -$249K 0.35% 52
2025
Q1 		$1.7M Buy
3,118
+143
+5% +$86K 0.35% 52
2024
Q4 		$1.7M Buy
2,975
+246
+9% +$137K 0.34% 55
2024
Q3 		$1.35M Buy
2,729
+6
+0.2% +$2.94K 0.19% 102
2024
Q2 		$1.23M Buy
2,723
+480
+21% +$211K 0.19% 101
2024
Q1 		$937K Sell
2,243
-354
-14% -$137K 0.15% 137
2023
Q4 		$1M Buy
2,597
+209
+9% +$69.8K 0.17% 116
2023
Q3 		$773K Buy
2,388
+24
+1% +$8.02K 0.15% 130
2023
Q2 		$763K Sell
2,364
-181
-7% -$59.5K 0.15% 129
2023
Q1 		$833K Buy
2,545
+275
+12% +$95.7K 0.17% 112
2022
Q4 		$853K Sell
2,270
-56
-2% -$19.5K 0.18% 107
2022
Q3 		$682K Sell
2,326
-79
-3% -$25.6K 0.17% 115
2022
Q2 		$714K Sell
2,405
-68
-3% -$21.2K 0.17% 107
2022
Q1 		$816K Sell
2,473
-597
-19% -$211K 0.16% 125
2021
Q4 		$1.17M Buy
3,070
+527
+21% +$209K 0.22% 93
2021
Q3 		$961K Sell
2,543
-116
-4% -$45.3K 0.2% 107
2021
Q2 		$1.01M Buy
2,659
+143
+6% +$51.2K 0.21% 96
2021
Q1 		$823K Buy
2,516
+9
+0.4% +$2.8K 0.18% 107
2020
Q4 		$661K Buy
2,507
+238
+10% +$53K 0.16% 115
2020
Q3 		$0 Buy
2,269
+29
+1% +$5.9K ﹤0.01% 217
2020
Q2 		$443K Buy
2,240
+81
+4% +$15.2K 0.13% 146
2020
Q1 		$334K Buy
2,159
+104
+5% +$22.1K 0.12% 157
2019
Q4 		$473K Hold
2,055
– – 0.14% 157
2019
Q3 		$426K Buy
+2,055
New +$430K 0.17% 151

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

Personal CFO Solutions's GS Position: Q1 2026 in Review

Personal CFO Solutions reduced its Goldman Sachs (GS) stake by 12% in Q1 2026, selling an estimated $291K and leaving 2,395 shares worth $2.03M. The position accounts for 0.28% of the portfolio, ranked #60.

Personal CFO Solutions first reported a position in GS in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.39M in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Personal CFO Solutions held 2,395 shares of Goldman Sachs worth $2.03M as of Q1 2026.
  • Personal CFO Solutions sold 326 Goldman Sachs shares in Q1 2026, an estimated $291K.
  • Goldman Sachs made up 0.28% of Personal CFO Solutions's portfolio in Q1 2026, its #60 holding.
  • Personal CFO Solutions first reported a position in Goldman Sachs in Q3 2019 and has held it in 27 quarters since.
  • Personal CFO Solutions's Goldman Sachs position peaked at $2.39M in Q4 2025.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.