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Private Wealth Partners’s Goldman Sachs GS Stock Holding History

Private 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 		$31.4M Sell
37,115
-1,585
-4% -$1.41M 2.42% 12
2025
Q4 		$34M Sell
38,700
-3,666
-9% -$2.99M 2.41% 11
2025
Q3 		$33.7M Sell
42,366
-747
-2% -$554K 2.41% 10
2025
Q2 		$30.5M Sell
43,113
-7
-0% -$4.06K 2.38% 10
2025
Q1 		$23.6M Sell
43,120
-832
-2% -$501K 1.95% 16
2024
Q4 		$25.2M Sell
43,952
-620
-1% -$346K 1.93% 15
2024
Q3 		$22.1M Sell
44,572
-20,512
-32% -$10M 1.76% 18
2024
Q2 		$29.4M Sell
65,084
-1,446
-2% -$635K 2.18% 14
2024
Q1 		$27.8M Sell
66,530
-718
-1% -$279K 2.22% 14
2023
Q4 		$25.9M Buy
67,248
+470
+0.7% +$157K 2.19% 14
2023
Q3 		$21.6M Buy
66,778
+83
+0.1% +$27.7K 2.07% 19
2023
Q2 		$21.5M Buy
66,695
+715
+1% +$235K 1.98% 18
2023
Q1 		$21.6M Buy
65,980
+870
+1% +$303K 2.15% 16
2022
Q4 		$22.4M Buy
65,110
+3,309
+5% +$1.15M 2.56% 13
2022
Q3 		$18.1M Buy
61,801
+1,060
+2% +$343K 2.31% 16
2022
Q2 		$18M Sell
60,741
-1,673
-3% -$521K 2.1% 18
2022
Q1 		$20.6M Buy
62,414
+2,671
+4% +$943K 1.85% 17
2021
Q4 		$22.9M Sell
59,743
-187
-0.3% -$74K 1.93% 15
2021
Q3 		$22.7M Buy
59,930
+55
+0.1% +$21.5K 2.1% 15
2021
Q2 		$22.7M Sell
59,875
-3,025
-5% -$1.08M 2.1% 16
2021
Q1 		$20.6M Buy
62,900
+601
+1% +$187K 2.18% 16
2020
Q4 		$16.4M Buy
62,299
+7,788
+14% +$1.73M 1.78% 16
2020
Q3 		$11M Buy
54,511
+2,600
+5% +$529K 1.28% 23
2020
Q2 		$10.3M Sell
51,911
-15,895
-23% -$2.98M 1.41% 21
2020
Q1 		$10.5M Buy
67,806
+490
+0.7% +$104K 1.77% 18
2019
Q4 		$15.5M Buy
67,316
+3,145
+5% +$682K 2.11% 15
2019
Q3 		$13.3M Buy
64,171
+8,355
+15% +$1.75M 2.07% 17
2019
Q2 		$11.4M Buy
55,816
+5,056
+10% +$1M 1.76% 20
2019
Q1 		$9.74M Buy
50,760
+9,420
+23% +$1.82M 1.6% 23
2018
Q4 		$6.91M Sell
41,340
-33,847
-45% -$6.83M 1.34% 26
2018
Q3 		$16.9M Buy
75,187
+3,381
+5% +$786K 2.57% 10
2018
Q2 		$15.8M Buy
71,806
+4,933
+7% +$1.18M 2.66% 10
2018
Q1 		$16.8M Buy
66,873
+8,838
+15% +$2.3M 2.93% 8
2017
Q4 		$14.8M Buy
58,035
+400
+0.7% +$98.1K 2.74% 10
2017
Q3 		$13.7M Buy
57,635
+149
+0.3% +$33.6K 2.75% 11
2017
Q2 		$12.8M Buy
57,486
+23,775
+71% +$5.28M 2.77% 12
2017
Q1 		$7.74M Buy
33,711
+1,291
+4% +$312K 1.72% 21
2016
Q4 		$7.76M Buy
32,420
+1,765
+6% +$358K 1.84% 20
2016
Q3 		$4.94M Sell
30,655
-500
-2% -$81.3K 1.19% 30
2016
Q2 		$4.63M Sell
31,155
-7,475
-19% -$1.17M 1.11% 31
2016
Q1 		$6.06M Sell
38,630
-465
-1% -$71.9K 1.46% 23
2015
Q4 		$7.05M Buy
39,095
+11,685
+43% +$2.17M 1.65% 18
2015
Q3 		$4.76M Buy
27,410
+5,065
+23% +$993K 1.2% 28
2015
Q2 		$4.67M Hold
22,345
– – 1.05% 30
2015
Q1 		$4.2M Sell
22,345
-150
-0.7% -$27.9K 0.97% 36
2014
Q4 		$4.36M Sell
22,495
-200
-0.9% -$37.6K 1.02% 29
2014
Q3 		$4.17M Sell
22,695
-800
-3% -$141K 0.91% 32
2014
Q2 		$3.93M Sell
23,495
-100
-0.4% -$16.1K 0.86% 32
2014
Q1 		$3.87M Sell
23,595
-800
-3% -$135K 0.91% 30
2013
Q4 		$4.32M Buy
24,395
+3,080
+14% +$508K 0.96% 29
2013
Q3 		$3.37M Hold
21,315
– – 0.8% 39
2013
Q2 		$3.22M Buy
+21,315
New +$3.25M 0.8% 38

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 Partners's GS Position: Q1 2026 in Review

Private Wealth Partners reduced its Goldman Sachs (GS) stake by 4.1% in Q1 2026, selling an estimated $1.41M and leaving 37,115 shares worth $31.4M. The position accounts for 2.42% of the portfolio, ranked #12.

Private Wealth Partners first reported a position in GS in Q2 2013 and has held it in 52 quarters since. The position peaked at $34M in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Private Wealth Partners held 37,115 shares of Goldman Sachs worth $31.4M as of Q1 2026.
  • Private Wealth Partners sold 1,585 Goldman Sachs shares in Q1 2026, an estimated $1.41M.
  • Goldman Sachs made up 2.42% of Private Wealth Partners's portfolio in Q1 2026, its #12 holding.
  • Private Wealth Partners first reported a position in Goldman Sachs in Q2 2013 and has held it in 52 quarters since.
  • Private Wealth Partners's Goldman Sachs position peaked at $34M in Q4 2025.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.