Quotient Wealth Partners’s Goldman Sachs GS Stock Holding History

Quotient 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	$4.81M	Sell	5,680 -63	-1%	-$56.2K	0.13%	55
2025 Q4	$5.05M	Sell	5,743 -110	-2%	-$89.8K	0.13%	52
2025 Q3	$4.66M	Buy	5,853 +149	+3%	+$110K	0.13%	48
2025 Q2	$4.04M	Buy	5,704 +217	+4%	+$126K	0.12%	51
2025 Q1	$3M	Sell	5,487 -168	-3%	-$101K	0.1%	55
2024 Q4	$3.24M	Buy	5,655 +279	+5%	+$156K	0.11%	52
2024 Q3	$2.66M	Buy	5,376 +3,446	+179%	+$1.69M	0.09%	55
2024 Q2	$873K	Buy	1,930 +119	+7%	+$52.2K	0.03%	115
2024 Q1	$757K	Buy	1,811 +67	+4%	+$26K	0.03%	133
2023 Q4	$673K	Buy	+1,744	New	+$582K	0.03%	150

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Quotient Wealth Partners reduced its Goldman Sachs (GS) stake by 1.1% in Q1 2026, selling an estimated $56.2K and leaving 5,680 shares worth $4.81M. The position accounts for 0.13% of the portfolio, ranked #55.

Quotient Wealth Partners first reported a position in GS in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.05M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Quotient Wealth Partners held 5,680 shares of Goldman Sachs worth $4.81M as of Q1 2026.
Quotient Wealth Partners sold 63 Goldman Sachs shares in Q1 2026, an estimated $56.2K.
Goldman Sachs made up 0.13% of Quotient Wealth Partners's portfolio in Q1 2026, its #55 holding.
Quotient Wealth Partners first reported a position in Goldman Sachs in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's Goldman Sachs position peaked at $5.05M in Q4 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.