RKL Wealth Management’s Goldman Sachs GS Stock Holding History

RKL 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
2026 Q1	$366K	Sell	433 -124	-22%	-$111K	0.03%	148
2025 Q4	$489K	Sell	557 -211	-27%	-$172K	0.04%	131
2025 Q3	$611K	Buy	768 +61	+9%	+$45.2K	0.05%	117
2025 Q2	$500K	Sell	707 -9	-1%	-$5.21K	0.04%	128
2025 Q1	$391K	Buy	716 +1	+0.1%	+$602	0.04%	136
2024 Q4	$410K	Sell	715 -3	-0.4%	-$1.67K	0.04%	135
2024 Q3	$356K	Buy	+718	New	+$351K	0.03%	122

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

RKL Wealth Management's GS Position: Q1 2026 in Review

RKL Wealth Management reduced its Goldman Sachs (GS) stake by 22% in Q1 2026, selling an estimated $111K and leaving 433 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #148.

RKL Wealth Management first reported a position in GS in Q3 2024 and has held it in 7 quarters since. The position peaked at $611K in Q3 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

RKL Wealth Management held 433 shares of Goldman Sachs worth $366K as of Q1 2026.
RKL Wealth Management sold 124 Goldman Sachs shares in Q1 2026, an estimated $111K.
Goldman Sachs made up 0.03% of RKL Wealth Management's portfolio in Q1 2026, its #148 holding.
RKL Wealth Management first reported a position in Goldman Sachs in Q3 2024 and has held it in 7 quarters since.
RKL Wealth Management's Goldman Sachs position peaked at $611K in Q3 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.