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Root Financial Partners’s Goldman Sachs GS Stock Holding History

Root Financial 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 		$768K Buy
908
+7
+0.8% +$6.25K 0.04% 119
2025
Q4 		$792K Buy
901
+156
+21% +$127K 0.04% 114
2025
Q3 		$593K Buy
745
+116
+18% +$86K 0.04% 129
2025
Q2 		$445K Buy
+629
New +$364K 0.04% 140
2025
Q1 		– Sell
-465
Closed -$266K – 217
2024
Q4 		$266K Buy
+465
New +$259K 0.03% 169

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

Root Financial Partners's GS Position: Q1 2026 in Review

Root Financial Partners increased its Goldman Sachs (GS) stake by 0.78% in Q1 2026, buying an estimated $6.25K and bringing the position to 908 shares worth $768K. The position accounts for 0.04% of the portfolio, ranked #119.

Root Financial Partners first reported a position in GS in Q4 2024 and has held it in 5 quarters since. The position peaked at $792K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Root Financial Partners held 908 shares of Goldman Sachs worth $768K as of Q1 2026.
  • Root Financial Partners bought 7 Goldman Sachs shares in Q1 2026, an estimated $6.25K.
  • Goldman Sachs made up 0.04% of Root Financial Partners's portfolio in Q1 2026, its #119 holding.
  • Root Financial Partners first reported a position in Goldman Sachs in Q4 2024 and has held it in 5 quarters since.
  • Root Financial Partners's Goldman Sachs position peaked at $792K in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.