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Prudent Man Advisors’s Goldman Sachs GS Stock Holding History

Prudent Man Advisors’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 		– Sell
-558
Closed -$444K – 138
2025
Q3 		$444K Sell
558
-67
-11% -$49.6K 0.16% 99
2025
Q2 		$442K Buy
625
+151
+32% +$87.5K 0.14% 127
2025
Q1 		$259K Buy
474
+73
+18% +$43.9K 0.09% 138
2024
Q4 		$230K Buy
+401
New +$224K 0.08% 143

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

Prudent Man Advisors's GS Position: Q4 2025 in Review

Prudent Man Advisors sold out of Goldman Sachs (GS) in Q4 2025, closing a stake of 558 shares — an estimated $444K sold.

Prudent Man Advisors first reported a position in GS in Q4 2024 and held it in 4 quarters. The position peaked at $444K in Q3 2025. 3,022 funds tracked by Wall St. Rank hold GS as of Q4 2025.

  • Prudent Man Advisors reported no remaining Goldman Sachs position as of Q4 2025 after selling out during the quarter.
  • Prudent Man Advisors sold 558 Goldman Sachs shares in Q4 2025, an estimated $444K.
  • Prudent Man Advisors first reported a position in Goldman Sachs in Q4 2024 and held it in 4 quarters.
  • Prudent Man Advisors's Goldman Sachs position peaked at $444K in Q3 2025.
  • 3,022 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2025.

Based on Prudent Man Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.