Pine Harbor Wealth Management’s Goldman Sachs GS Stock Holding History

Pine Harbor Wealth Management’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	$505K	Hold	597	–	–	0.15%	55
2025 Q4	$525K	Buy	597 +10	+2%	+$8.16K	0.16%	52
2025 Q3	$467K	Buy	587 +54	+10%	+$40K	0.15%	58
2025 Q2	$377K	Hold	533	–	–	0.13%	68
2025 Q1	$291K	Hold	533	–	–	0.12%	70
2024 Q4	$305K	Hold	533	–	–	0.12%	70
2024 Q3	$264K	Hold	533	–	–	0.13%	82
2024 Q2	$241K	Hold	533	–	–	0.14%	82
2024 Q1	$223K	Sell	533 -54	-9%	-$21K	0.14%	86
2023 Q4	$227K	Buy	+587	New	+$196K	0.17%	86

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pine Harbor Wealth Management's GS Position: Q1 2026 in Review

Pine Harbor Wealth Management held its Goldman Sachs (GS) position steady in Q1 2026 at 597 shares worth $505K. The position accounts for 0.15% of the portfolio, ranked #55.

Pine Harbor Wealth Management first reported a position in GS in Q4 2023 and has held it in 10 quarters since. The position peaked at $525K in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Pine Harbor Wealth Management held 597 shares of Goldman Sachs worth $505K as of Q1 2026.
Pine Harbor Wealth Management left its Goldman Sachs share count unchanged in Q1 2026.
Goldman Sachs made up 0.15% of Pine Harbor Wealth Management's portfolio in Q1 2026, its #55 holding.
Pine Harbor Wealth Management first reported a position in Goldman Sachs in Q4 2023 and has held it in 10 quarters since.
Pine Harbor Wealth Management's Goldman Sachs position peaked at $525K in Q4 2025.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.