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Rothschild Investment LLC’s Goldman Sachs GS Stock Holding History

Rothschild Investment LLC’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 		$2.58M Buy
3,049
+366
+14% +$327K 0.13% 142
2025
Q4 		$2.36M Buy
2,683
+22
+0.8% +$18K 0.13% 142
2025
Q3 		$2.12M Buy
2,661
+132
+5% +$97.8K 0.12% 151
2025
Q2 		$1.79M Sell
2,529
-90
-3% -$52.2K 0.11% 153
2025
Q1 		$1.43M Sell
2,619
-20
-0.8% -$12K 0.1% 187
2024
Q4 		$1.51M Sell
2,639
-167
-6% -$93.2K 0.1% 176
2024
Q3 		$1.39M Sell
2,806
-160
-5% -$78.3K 0.09% 189
2024
Q2 		$1.34M Sell
2,966
-14
-0.5% -$6.14K 0.09% 182
2024
Q1 		$1.24M Sell
2,980
-218
-7% -$84.6K 0.09% 196
2023
Q4 		$1.23M Sell
3,198
-1,410
-31% -$471K 0.1% 163
2023
Q3 		$1.49M Buy
4,608
+98
+2% +$32.7K 0.13% 159
2023
Q2 		$1.46M Sell
4,510
-947
-17% -$311K 0.12% 163
2023
Q1 		$1.78M Buy
5,457
+875
+19% +$305K 0.16% 135
2022
Q4 		$1.57M Sell
4,582
-116
-2% -$40.4K 0.14% 149
2022
Q3 		$1.38M Sell
4,698
-206
-4% -$66.7K 0.14% 157
2022
Q2 		$1.46M Sell
4,904
-110
-2% -$34.2K 0.13% 161
2022
Q1 		$1.66M Buy
5,014
+164
+3% +$57.9K 0.13% 157
2021
Q4 		$1.85M Buy
4,850
+65
+1% +$25.7K 0.14% 145
2021
Q3 		$1.81M Buy
4,785
+55
+1% +$21.5K 0.15% 141
2021
Q2 		$1.79M Buy
4,730
+302
+7% +$108K 0.14% 148
2021
Q1 		$1.45M Sell
4,428
-1,690
-28% -$526K 0.12% 169
2020
Q4 		$1.61M Sell
6,118
-305
-5% -$67.9K 0.16% 136
2020
Q3 		$1.29M Buy
6,423
+85
+1% +$17.3K 0.14% 142
2020
Q2 		$1.25M Sell
6,338
-981
-13% -$184K 0.15% 142
2020
Q1 		$1.13M Sell
7,319
-33,573
-82% -$7.13M 0.15% 149
2019
Q4 		$9.4M Sell
40,892
-2,917
-7% -$633K 0.93% 24
2019
Q3 		$9.08M Buy
43,809
+548
+1% +$115K 1.06% 22
2019
Q2 		$8.85M Buy
43,261
+113
+0.3% +$22.4K 1.04% 23
2019
Q1 		$8.28M Buy
43,148
+65
+0.2% +$12.5K 0.97% 26
2018
Q4 		$7.2M Buy
43,083
+3,139
+8% +$633K 0.96% 27
2018
Q3 		$8.96M Buy
39,944
+2,030
+5% +$472K 1.06% 23
2018
Q2 		$8.36M Sell
37,914
-2,570
-6% -$613K 1.05% 25
2018
Q1 		$10.2M Sell
40,484
-5,077
-11% -$1.32M 1.3% 17
2017
Q4 		$11.6M Sell
45,561
-3,281
-7% -$805K 1.26% 18
2017
Q3 		$11.6M Sell
48,842
-64
-0.1% -$14.4K 1.31% 12
2017
Q2 		$10.9M Buy
48,906
+12,493
+34% +$2.78M 1.23% 16
2017
Q1 		$8.37M Buy
36,413
+3,143
+9% +$759K 0.97% 25
2016
Q4 		$7.97M Sell
33,270
-7,052
-17% -$1.43M 0.96% 25
2016
Q3 		$6.5M Buy
40,322
+1,340
+3% +$218K 0.8% 30
2016
Q2 		$5.79M Buy
38,982
+332
+0.9% +$51.8K 0.74% 34
2016
Q1 		$6.07M Buy
38,650
+3,765
+11% +$582K 0.78% 32
2015
Q4 		$6.29M Buy
34,885
+1,988
+6% +$370K 0.8% 33
2015
Q3 		$5.72M Sell
32,897
-115
-0.3% -$22.5K 0.75% 34
2015
Q2 		$6.89M Sell
33,012
-1,601
-5% -$326K 0.8% 28
2015
Q1 		$6.51M Sell
34,613
-277
-0.8% -$51.5K 0.76% 30
2014
Q4 		$6.76M Sell
34,890
-3,991
-10% -$750K 0.81% 31
2014
Q3 		$7.14M Buy
38,881
+231
+0.6% +$40.6K 0.87% 27
2014
Q2 		$6.47M Buy
38,650
+180
+0.5% +$29K 0.83% 32
2014
Q1 		$6.3M Sell
38,470
-220
-0.6% -$37K 0.85% 27
2013
Q4 		$6.86M Sell
38,690
-855
-2% -$141K 0.94% 24
2013
Q3 		$6.26M Buy
39,545
+50
+0.1% +$8.05K 0.92% 27
2013
Q2 		$5.97M Buy
+39,495
New +$6.02M 0.97% 28

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

Rothschild Investment LLC's GS Position: Q1 2026 in Review

Rothschild Investment LLC increased its Goldman Sachs (GS) stake by 14% in Q1 2026, buying an estimated $327K and bringing the position to 3,049 shares worth $2.58M. The position accounts for 0.13% of the portfolio, ranked #142.

Rothschild Investment LLC first reported a position in GS in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.6M in Q4 2017. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Rothschild Investment LLC held 3,049 shares of Goldman Sachs worth $2.58M as of Q1 2026.
  • Rothschild Investment LLC bought 366 Goldman Sachs shares in Q1 2026, an estimated $327K.
  • Goldman Sachs made up 0.13% of Rothschild Investment LLC's portfolio in Q1 2026, its #142 holding.
  • Rothschild Investment LLC first reported a position in Goldman Sachs in Q2 2013 and has held it in 52 quarters since.
  • Rothschild Investment LLC's Goldman Sachs position peaked at $11.6M in Q4 2017.
  • 2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.