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Pines Wealth Management’s Goldman Sachs GS Stock Holding History

Pines 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 		$1.73M Sell
2,049
-517
-20% -$461K 0.56% 40
2025
Q4 		$2.26M Buy
2,566
+11
+0.4% +$8.98K 0.73% 27
2025
Q3 		$2.03M Sell
2,555
-97
-4% -$71.9K 0.69% 31
2025
Q2 		$1.92M Buy
2,652
+198
+8% +$115K 0.68% 33
2025
Q1 		$1.13M Sell
2,454
-271
-10% -$163K 0.52% 46
2024
Q4 		$1.53M Buy
+2,725
New +$1.52M 0.66% 35

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

Pines Wealth Management's GS Position: Q1 2026 in Review

Pines Wealth Management reduced its Goldman Sachs (GS) stake by 20% in Q1 2026, selling an estimated $461K and leaving 2,049 shares worth $1.73M. The position accounts for 0.56% of the portfolio, ranked #40.

Pines Wealth Management first reported a position in GS in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.26M in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Pines Wealth Management held 2,049 shares of Goldman Sachs worth $1.73M as of Q1 2026.
  • Pines Wealth Management sold 517 Goldman Sachs shares in Q1 2026, an estimated $461K.
  • Goldman Sachs made up 0.56% of Pines Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Pines Wealth Management first reported a position in Goldman Sachs in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's Goldman Sachs position peaked at $2.26M in Q4 2025.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.