Rothschild Capital Partners’s Goldman Sachs GS Stock Holding History

Rothschild Capital 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	$558K	Sell	659 -171	-21%	-$153K	0.14%	72
2025 Q4	$730K	Buy	830 +200	+32%	+$163K	0.17%	38
2025 Q3	$502K	Buy	630 +280	+80%	+$207K	0.12%	50
2025 Q2	$248K	Buy	+350	New	+$203K	0.07%	79
2025 Q1	–	Sell	-780	Closed	-$447K	–	95
2024 Q4	$447K	Buy	+780	New	+$435K	0.11%	52
2018 Q4	–	Sell	-7,761	Closed	-$1.74M	–	37
2018 Q3	$1.74M	Hold	7,761	–	–	0.77%	32
2018 Q2	$1.71M	Hold	7,761	–	–	0.72%	34
2018 Q1	$1.96M	Sell	7,761 -45	-0.6%	-$11.7K	0.77%	36
2017 Q4	$1.99M	Sell	7,806 -10	-0.1%	-$2.45K	0.78%	37
2017 Q3	$1.85M	Sell	7,816 -184	-2%	-$41.5K	0.8%	37
2017 Q2	$1.77M	Hold	8,000	–	–	0.67%	35
2017 Q1	$1.84M	Hold	8,000	–	–	0.72%	34
2016 Q4	$1.92M	Buy	+8,000	New	+$1.62M	0.82%	35

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

Rothschild Capital Partners's GS Position: Q1 2026 in Review

Rothschild Capital Partners reduced its Goldman Sachs (GS) stake by 21% in Q1 2026, selling an estimated $153K and leaving 659 shares worth $558K. The position accounts for 0.14% of the portfolio, ranked #72.

Rothschild Capital Partners first reported a position in GS in Q4 2016 and has held it in 13 quarters since. The position peaked at $1.99M in Q4 2017. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Rothschild Capital Partners held 659 shares of Goldman Sachs worth $558K as of Q1 2026.
Rothschild Capital Partners sold 171 Goldman Sachs shares in Q1 2026, an estimated $153K.
Goldman Sachs made up 0.14% of Rothschild Capital Partners's portfolio in Q1 2026, its #72 holding.
Rothschild Capital Partners first reported a position in Goldman Sachs in Q4 2016 and has held it in 13 quarters since.
Rothschild Capital Partners's Goldman Sachs position peaked at $1.99M in Q4 2017.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.