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Ridgecrest Wealth Partners’s Goldman Sachs GS Stock Holding History

Ridgecrest 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 		$203K Hold
240
– – 0.11% 95
2025
Q4 		$211K Buy
+240
New +$196K 0.11% 95

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

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

Ridgecrest Wealth Partners held its Goldman Sachs (GS) position steady in Q1 2026 at 240 shares worth $203K. The position accounts for 0.11% of the portfolio, ranked #95.

Ridgecrest Wealth Partners first reported a position in GS in Q4 2025 and has held it in 2 quarters since. The position peaked at $211K in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Ridgecrest Wealth Partners held 240 shares of Goldman Sachs worth $203K as of Q1 2026.
  • Ridgecrest Wealth Partners left its Goldman Sachs share count unchanged in Q1 2026.
  • Goldman Sachs made up 0.11% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #95 holding.
  • Ridgecrest Wealth Partners first reported a position in Goldman Sachs in Q4 2025 and has held it in 2 quarters since.
  • Ridgecrest Wealth Partners's Goldman Sachs position peaked at $211K in Q4 2025.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.