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Principia Wealth Advisory’s Goldman Sachs GS Stock Holding History

Principia Wealth Advisory’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
2025
Q4 		$21.1K Buy
24
+2
+9% +$1.63K 0.01% 153
2025
Q3 		$17.5K Buy
22
+2
+10% +$1.48K 0.01% 169
2025
Q2 		$14.2K Buy
20
+5
+33% +$2.9K 0.01% 145
2025
Q1 		$7.75K Buy
15
+7
+88% +$4.21K 0.01% 145
2024
Q4 		$4.58K Buy
+8
New +$4.46K ﹤0.01% 156

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Principia Wealth Advisory's GS Position: Q4 2025 in Review

Principia Wealth Advisory increased its Goldman Sachs (GS) stake by 9.1% in Q4 2025, buying an estimated $1.63K and bringing the position to 24 shares worth $21.1K. The position accounts for 0.01% of the portfolio, ranked #153.

Principia Wealth Advisory first reported a position in GS in Q4 2024 and has held it in 5 quarters since. 3,022 funds tracked by Wall St. Rank hold GS as of Q4 2025.

  • Principia Wealth Advisory held 24 shares of Goldman Sachs worth $21.1K as of Q4 2025.
  • Principia Wealth Advisory bought 2 Goldman Sachs shares in Q4 2025, an estimated $1.63K.
  • Goldman Sachs made up 0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #153 holding.
  • Principia Wealth Advisory first reported a position in Goldman Sachs in Q4 2024 and has held it in 5 quarters since.
  • 3,022 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.