Redwood Wealth Management Group’s Goldman Sachs GS Stock Holding History

Redwood Wealth Management Group’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 Q1	–	Sell	-1,035	Closed	-$592K	–	163
2024 Q4	$592K	Hold	1,035	–	–	0.29%	74
2024 Q3	$512K	Buy	1,035 +35	+4%	+$17.1K	0.25%	87
2024 Q2	$452K	Hold	1,000	–	–	0.34%	62
2024 Q1	$418K	Hold	1,000	–	–	0.44%	66
2023 Q4	$386K	Sell	1,000 -187	-16%	-$62.4K	0.43%	74
2023 Q3	$384K	Hold	1,187	–	–	0.45%	68
2023 Q2	$383K	Hold	1,187	–	–	0.42%	74
2023 Q1	$388K	Hold	1,187	–	–	0.44%	68
2022 Q4	$408K	Buy	+1,187	New	+$413K	0.51%	57

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Redwood Wealth Management Group's GS Position: Q1 2025 in Review

Redwood Wealth Management Group sold out of Goldman Sachs (GS) in Q1 2025, closing a stake of 1,035 shares — an estimated $592K sold.

Redwood Wealth Management Group first reported a position in GS in Q4 2022 and held it in 9 quarters. The position peaked at $592K in Q4 2024. 2,487 funds tracked by Wall St. Rank hold GS as of Q1 2025.

Redwood Wealth Management Group reported no remaining Goldman Sachs position as of Q1 2025 after selling out during the quarter.
Redwood Wealth Management Group sold 1,035 Goldman Sachs shares in Q1 2025, an estimated $592K.
Redwood Wealth Management Group first reported a position in Goldman Sachs in Q4 2022 and held it in 9 quarters.
Redwood Wealth Management Group's Goldman Sachs position peaked at $592K in Q4 2024.
2,487 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2025.

Based on Redwood Wealth Management Group's 13F filing for Q1 2025, filed 21 Apr 2025.