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Robertson Stephens Wealth Management’s Goldman Sachs GS Stock Holding History

Robertson Stephens 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 		$821K Sell
970
-101
-9% -$90.1K 0.02% 325
2025
Q4 		$941K Buy
1,071
+164
+18% +$134K 0.02% 319
2025
Q3 		$722K Sell
907
-115
-11% -$85.2K 0.02% 292
2025
Q2 		$723K Sell
1,022
-5
-0.5% -$2.9K 0.02% 310
2025
Q1 		$561K Buy
1,027
+13
+1% +$7.82K 0.02% 352
2024
Q4 		$581K Buy
1,014
+36
+4% +$20.1K 0.02% 337
2024
Q3 		$484K Sell
978
-357
-27% -$175K 0.02% 420
2024
Q2 		$604K Sell
1,335
-1,147
-46% -$503K 0.03% 302
2024
Q1 		$1.04M Buy
2,482
+2
+0.1% +$776 0.06% 229
2023
Q4 		$957K Sell
2,480
-302
-11% -$101K 0.06% 229
2023
Q3 		$900K Buy
2,782
+1,218
+78% +$407K 0.06% 220
2023
Q2 		$505K Sell
1,564
-2,080
-57% -$684K 0.04% 277
2023
Q1 		$1.19M Sell
3,644
-57
-2% -$19.8K 0.09% 181
2022
Q4 		$1.27M Sell
3,701
-334
-8% -$116K 0.12% 155
2022
Q3 		$1.18M Sell
4,035
-1,553
-28% -$503K 0.12% 135
2022
Q2 		$1.66M Sell
5,588
-382
-6% -$119K 0.16% 116
2022
Q1 		$1.97M Buy
5,970
+309
+5% +$109K 0.17% 112
2021
Q4 		$2.17M Buy
5,661
+4,194
+286% +$1.66M 0.18% 105
2021
Q3 		$554K Sell
1,467
-231
-14% -$90.2K 0.06% 194
2021
Q2 		$644K Buy
1,698
+589
+53% +$211K 0.08% 178
2021
Q1 		$362K Buy
+1,109
New +$345K 0.06% 210

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

Robertson Stephens Wealth Management's GS Position: Q1 2026 in Review

Robertson Stephens Wealth Management reduced its Goldman Sachs (GS) stake by 9.4% in Q1 2026, selling an estimated $90.1K and leaving 970 shares worth $821K. The position accounts for 0.02% of the portfolio, ranked #325.

Robertson Stephens Wealth Management first reported a position in GS in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.17M in Q4 2021. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Robertson Stephens Wealth Management held 970 shares of Goldman Sachs worth $821K as of Q1 2026.
  • Robertson Stephens Wealth Management sold 101 Goldman Sachs shares in Q1 2026, an estimated $90.1K.
  • Goldman Sachs made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #325 holding.
  • Robertson Stephens Wealth Management first reported a position in Goldman Sachs in Q1 2021 and has held it in 21 quarters since.
  • Robertson Stephens Wealth Management's Goldman Sachs position peaked at $2.17M in Q4 2021.
  • 2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.