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Private Wealth Asset Management’s Goldman Sachs GS Stock Holding History

Private Wealth Asset 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 		$1.1M Sell
1,298
-344
-21% -$307K 0.12% 120
2025
Q4 		$1.44M Sell
1,642
-13
-0.8% -$10.6K 0.16% 97
2025
Q3 		$1.32M Buy
1,655
+53
+3% +$39.3K 0.16% 96
2025
Q2 		$1.13M Buy
1,602
+48
+3% +$27.8K 0.15% 104
2025
Q1 		$849K Buy
+1,554
New +$935K 0.12% 119

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

Private Wealth Asset Management's GS Position: Q1 2026 in Review

Private Wealth Asset Management reduced its Goldman Sachs (GS) stake by 21% in Q1 2026, selling an estimated $307K and leaving 1,298 shares worth $1.1M. The position accounts for 0.12% of the portfolio, ranked #120.

Private Wealth Asset Management first reported a position in GS in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.44M in Q4 2025. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Private Wealth Asset Management held 1,298 shares of Goldman Sachs worth $1.1M as of Q1 2026.
  • Private Wealth Asset Management sold 344 Goldman Sachs shares in Q1 2026, an estimated $307K.
  • Goldman Sachs made up 0.12% of Private Wealth Asset Management's portfolio in Q1 2026, its #120 holding.
  • Private Wealth Asset Management first reported a position in Goldman Sachs in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's Goldman Sachs position peaked at $1.44M in Q4 2025.
  • 2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.