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Prestige Wealth Management Group’s Goldman Sachs GS Stock Holding History

Prestige Wealth Management Group’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 		$1.34M Sell
1,584
-24
-1% -$21.4K 0.26% 55
2025
Q4 		$1.41M Sell
1,608
-77
-5% -$62.8K 0.27% 55
2025
Q3 		$1.34M Buy
1,685
+17
+1% +$12.6K 0.26% 54
2025
Q2 		$1.18M Buy
1,668
+11
+0.7% +$6.37K 0.24% 54
2025
Q1 		$905K Sell
1,657
-2
-0.1% -$1.2K 0.19% 63
2024
Q4 		$950K Buy
1,659
+18
+1% +$10K 0.2% 61
2024
Q3 		$813K Sell
1,641
-837
-34% -$409K 0.17% 71
2024
Q2 		$1.12M Buy
2,478
+655
+36% +$287K 0.24% 53
2024
Q1 		$762K Sell
1,823
-995
-35% -$386K 0.16% 67
2023
Q4 		$1.09M Buy
2,818
+189
+7% +$63.1K 0.25% 50
2023
Q3 		$851K Buy
2,629
+895
+52% +$299K 0.21% 54
2023
Q2 		$559K Sell
1,734
-108
-6% -$35.5K 0.13% 74
2023
Q1 		$603K Buy
1,842
+129
+8% +$44.9K 0.15% 74
2022
Q4 		$588K Buy
1,713
+77
+5% +$26.8K 0.15% 72
2022
Q3 		$479K Buy
1,636
+99
+6% +$32.1K 0.13% 73
2022
Q2 		$457K Buy
1,537
+703
+84% +$219K 0.12% 79
2022
Q1 		$276K Sell
834
-1,023
-55% -$361K 0.07% 119
2021
Q4 		$710K Buy
1,857
+38
+2% +$15K 0.17% 63
2021
Q3 		$688K Buy
1,819
+62
+4% +$24.2K 0.18% 58
2021
Q2 		$667K Buy
1,757
+44
+3% +$15.7K 0.18% 56
2021
Q1 		$560K Buy
1,713
+910
+113% +$283K 0.15% 61
2020
Q4 		$212K Buy
803
+89
+12% +$19.8K 0.06% 120
2020
Q3 		$143K Sell
714
-8
-1% -$1.63K 0.04% 139
2020
Q2 		$143K Buy
722
+21
+3% +$3.94K 0.05% 126
2020
Q1 		$108K Buy
701
+48
+7% +$10.2K 0.05% 120
2019
Q4 		$150K Sell
653
-215
-25% -$46.7K 0.08% 135
2019
Q3 		$180K Buy
+868
New +$182K 0.11% 114
2019
Q1 		– Sell
-111
Closed -$19K – 763
2018
Q4 		$19K Buy
+111
New +$22.4K 0.01% 315

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

Prestige Wealth Management Group's GS Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its Goldman Sachs (GS) stake by 1.5% in Q1 2026, selling an estimated $21.4K and leaving 1,584 shares worth $1.34M. The position accounts for 0.26% of the portfolio, ranked #55.

Prestige Wealth Management Group first reported a position in GS in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.41M in Q4 2025. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Prestige Wealth Management Group held 1,584 shares of Goldman Sachs worth $1.34M as of Q1 2026.
  • Prestige Wealth Management Group sold 24 Goldman Sachs shares in Q1 2026, an estimated $21.4K.
  • Goldman Sachs made up 0.26% of Prestige Wealth Management Group's portfolio in Q1 2026, its #55 holding.
  • Prestige Wealth Management Group first reported a position in Goldman Sachs in Q4 2018 and has held it in 28 quarters since.
  • Prestige Wealth Management Group's Goldman Sachs position peaked at $1.41M in Q4 2025.
  • 2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.