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Prosperity Wealth Management’s Goldman Sachs GS Stock Holding History

Prosperity Wealth 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
2025
Q4 		$2.61M Sell
2,965
-248
-8% -$202K 0.87% 19
2025
Q3 		$2.56M Sell
3,213
-7
-0.2% -$5.19K 0.87% 22
2025
Q2 		$2.28M Buy
3,220
+56
+2% +$32.5K 0.84% 24
2025
Q1 		$1.73M Buy
+3,164
New +$1.9M 0.81% 22

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Prosperity Wealth Management's GS Position: Q4 2025 in Review

Prosperity Wealth Management reduced its Goldman Sachs (GS) stake by 7.7% in Q4 2025, selling an estimated $202K and leaving 2,965 shares worth $2.61M. The position accounts for 0.87% of the portfolio, ranked #19.

Prosperity Wealth Management first reported a position in GS in Q1 2025 and has held it in 4 quarters since. 3,015 funds tracked by Wall St. Rank hold GS as of Q4 2025.

  • Prosperity Wealth Management held 2,965 shares of Goldman Sachs worth $2.61M as of Q4 2025.
  • Prosperity Wealth Management sold 248 Goldman Sachs shares in Q4 2025, an estimated $202K.
  • Goldman Sachs made up 0.87% of Prosperity Wealth Management's portfolio in Q4 2025, its #19 holding.
  • Prosperity Wealth Management first reported a position in Goldman Sachs in Q1 2025 and has held it in 4 quarters since.
  • 3,015 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.