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Principle Wealth Partners’s Goldman Sachs GS Stock Holding History

Principle Wealth Partners’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 		$15.5M Sell
18,352
-294
-2% -$262K 0.89% 23
2025
Q4 		$16.4M Sell
18,646
-118
-0.6% -$96.3K 0.92% 22
2025
Q3 		$14.9M Sell
18,764
-316
-2% -$234K 0.87% 24
2025
Q2 		$13.5M Buy
19,080
+209
+1% +$121K 0.84% 26
2025
Q1 		$10.3M Buy
18,871
+11
+0.1% +$6.62K 0.74% 34
2024
Q4 		$10.8M Sell
18,860
-501
-3% -$279K 0.76% 33
2024
Q3 		$9.59M Sell
19,361
-514
-3% -$251K 0.68% 37
2024
Q2 		$8.99M Sell
19,875
-180
-0.9% -$79K 0.68% 37
2024
Q1 		$8.38M Sell
20,055
-99
-0.5% -$38.4K 0.65% 38
2023
Q4 		$7.77M Buy
20,154
+325
+2% +$108K 0.67% 39
2023
Q3 		$6.42M Buy
19,829
+47
+0.2% +$15.7K 0.64% 41
2023
Q2 		$6.38M Sell
19,782
-325
-2% -$107K 0.64% 38
2023
Q1 		$6.58M Sell
20,107
-169
-0.8% -$58.8K 0.7% 38
2022
Q4 		$6.96M Buy
20,276
+53
+0.3% +$18.5K 0.79% 31
2022
Q3 		$5.93K Buy
20,223
+2,653
+15% +$860K 0.56% 31
2022
Q2 		$5.22M Buy
17,570
+3,970
+29% +$1.24M 0.63% 37
2022
Q1 		$4.49M Buy
13,600
+1,260
+10% +$445K 0.47% 51
2021
Q4 		$4.72M Buy
12,340
+28
+0.2% +$11.1K 0.5% 47
2021
Q3 		$4.65M Buy
12,312
+55
+0.4% +$21.5K 0.54% 36
2021
Q2 		$4.65M Buy
12,257
+27
+0.2% +$9.66K 0.53% 38
2021
Q1 		$4M Hold
12,230
– – 0.47% 49
2020
Q4 		$3.23M Buy
12,230
+1,327
+12% +$295K 0.42% 51
2020
Q3 		$2.19M Sell
10,903
-373
-3% -$75.9K 0.61% 29
2020
Q2 		$2.23M Hold
11,276
– – 0.65% 27
2020
Q1 		$1.74M Buy
11,276
+430
+4% +$91.3K 0.65% 29
2019
Q4 		$2.49M Sell
10,846
-406
-4% -$88.1K 0.8% 31
2019
Q3 		$2.33M Buy
11,252
+1,501
+15% +$314K 0.81% 33
2019
Q2 		$2M Sell
9,751
-570
-6% -$113K 1.03% 24
2019
Q1 		$1.98M Buy
10,321
+220
+2% +$42.4K 1.13% 25
2018
Q4 		$1.69M Buy
+10,101
New +$2.04M 1.42% 22

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

Principle Wealth Partners's GS Position: Q1 2026 in Review

Principle Wealth Partners reduced its Goldman Sachs (GS) stake by 1.6% in Q1 2026, selling an estimated $262K and leaving 18,352 shares worth $15.5M. The position accounts for 0.89% of the portfolio, ranked #23.

Principle Wealth Partners first reported a position in GS in Q4 2018 and has held it in 30 quarters since. The position peaked at $16.4M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Principle Wealth Partners held 18,352 shares of Goldman Sachs worth $15.5M as of Q1 2026.
  • Principle Wealth Partners sold 294 Goldman Sachs shares in Q1 2026, an estimated $262K.
  • Goldman Sachs made up 0.89% of Principle Wealth Partners's portfolio in Q1 2026, its #23 holding.
  • Principle Wealth Partners first reported a position in Goldman Sachs in Q4 2018 and has held it in 30 quarters since.
  • Principle Wealth Partners's Goldman Sachs position peaked at $16.4M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.