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Powell Investment Advisors’s Goldman Sachs GS Stock Holding History

Powell Investment 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 		$5.56M Buy
6,574
+25
+0.4% +$22.3K 1.92% 12
2025
Q4 		$5.76M Buy
6,549
+20
+0.3% +$16.3K 1.98% 12
2025
Q3 		$5.2M Buy
6,529
+22
+0.3% +$16.3K 1.82% 13
2025
Q2 		$4.61M Buy
6,507
+1,971
+43% +$1.14M 1.73% 13
2025
Q1 		$2.48M Buy
4,536
+24
+0.5% +$14.4K 1.22% 13
2024
Q4 		$2.58M Buy
4,512
+24
+0.5% +$13.4K 1.2% 12
2024
Q3 		$2.22M Buy
4,488
+589
+15% +$288K 1.04% 15
2024
Q2 		$1.76M Buy
3,899
+61
+2% +$26.8K 0.91% 19
2024
Q1 		$1.6M Buy
3,838
+25
+0.7% +$9.7K 0.85% 20
2023
Q4 		$1.47M Buy
3,813
+877
+30% +$293K 0.81% 21
2023
Q3 		$950K Buy
2,936
+25
+0.9% +$8.35K 0.57% 27
2023
Q2 		$939K Sell
2,911
-58
-2% -$19.1K 0.55% 28
2023
Q1 		$971K Buy
2,969
+23
+0.8% +$8.01K 0.54% 30
2022
Q4 		$1.01M Sell
2,946
-12,242
-81% -$4.26M 0.59% 25
2022
Q3 		$4.45M Buy
15,188
+62
+0.4% +$20.1K 2.92% 10
2022
Q2 		$4.49M Buy
15,126
+686
+5% +$214K 2.72% 10
2022
Q1 		$4.77M Buy
14,440
+51
+0.4% +$18K 2.77% 9
2021
Q4 		$5.5M Buy
14,389
+1,448
+11% +$573K 3.13% 9
2021
Q3 		$4.89M Buy
12,941
+728
+6% +$284K 3.02% 10
2021
Q2 		$4.63M Sell
12,213
-88
-0.7% -$31.5K 2.85% 10
2021
Q1 		$4.02M Buy
12,301
+111
+0.9% +$34.6K 2.63% 10
2020
Q4 		$3.21M Buy
12,190
+15
+0.1% +$3.34K 2.45% 11
2020
Q3 		$2.45M Buy
12,175
+5,195
+74% +$1.06M 2.1% 11
2020
Q2 		$1.38M Buy
6,980
+4,068
+140% +$764K 1.33% 14
2020
Q1 		$450K Buy
2,912
+122
+4% +$25.9K 0.55% 37
2019
Q4 		$641K Buy
+2,790
New +$605K 0.67% 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

Powell Investment Advisors's GS Position: Q1 2026 in Review

Powell Investment Advisors increased its Goldman Sachs (GS) stake by 0.38% in Q1 2026, buying an estimated $22.3K and bringing the position to 6,574 shares worth $5.56M. The position accounts for 1.92% of the portfolio, ranked #12.

Powell Investment Advisors first reported a position in GS in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.76M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Powell Investment Advisors held 6,574 shares of Goldman Sachs worth $5.56M as of Q1 2026.
  • Powell Investment Advisors bought 25 Goldman Sachs shares in Q1 2026, an estimated $22.3K.
  • Goldman Sachs made up 1.92% of Powell Investment Advisors's portfolio in Q1 2026, its #12 holding.
  • Powell Investment Advisors first reported a position in Goldman Sachs in Q4 2019 and has held it in 26 quarters since.
  • Powell Investment Advisors's Goldman Sachs position peaked at $5.76M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.