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Physician Wealth Advisors’s Goldman Sachs GS Stock Holding History

Physician Wealth Advisors’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 Buy
261
+32
+14% +$28.5K 0.03% 178
2025
Q4 		$202K Buy
229
+9
+4% +$7.34K 0.03% 199
2025
Q3 		$175K Buy
220
+64
+41% +$47.4K 0.02% 210
2025
Q2 		$111K Buy
156
+3
+2% +$1.74K 0.02% 251
2025
Q1 		$83.6K Sell
153
-18
-11% -$10.8K 0.01% 272
2024
Q4 		$98.2K Buy
+171
New +$95.4K 0.02% 260

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

Physician Wealth Advisors's GS Position: Q1 2026 in Review

Physician Wealth Advisors increased its Goldman Sachs (GS) stake by 14% in Q1 2026, buying an estimated $28.5K and bringing the position to 261 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #178.

Physician Wealth Advisors first reported a position in GS in Q4 2024 and has held it in 6 quarters since. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Physician Wealth Advisors held 261 shares of Goldman Sachs worth $221K as of Q1 2026.
  • Physician Wealth Advisors bought 32 Goldman Sachs shares in Q1 2026, an estimated $28.5K.
  • Goldman Sachs made up 0.03% of Physician Wealth Advisors's portfolio in Q1 2026, its #178 holding.
  • Physician Wealth Advisors first reported a position in Goldman Sachs in Q4 2024 and has held it in 6 quarters since.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.