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RWA Wealth Partners’s Goldman Sachs GS Stock Holding History

RWA Wealth 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 		$9.84M Buy
11,630
+392
+3% +$350K 0.11% 103
2025
Q4 		$9.88M Sell
11,238
-13
-0.1% -$10.6K 0.11% 106
2025
Q3 		$8.96M Sell
11,251
-58
-0.5% -$43K 0.1% 122
2025
Q2 		$8M Buy
11,309
+744
+7% +$431K 0.1% 117
2025
Q1 		$5.77M Sell
10,565
-532
-5% -$320K 0.07% 139
2024
Q4 		$6.35M Sell
11,097
-609
-5% -$340K 0.08% 136
2024
Q3 		$5.8M Buy
11,706
+295
+3% +$144K 0.07% 140
2024
Q2 		$5.16M Buy
11,411
+379
+3% +$166K 0.07% 140
2024
Q1 		$4.61M Buy
11,032
+50
+0.5% +$19.4K 0.06% 156
2023
Q4 		$4.24M Buy
10,982
+5,277
+92% +$1.76M 0.06% 147
2023
Q3 		$1.85M Buy
5,705
+267
+5% +$89.2K 0.04% 142
2023
Q2 		$1.75M Buy
+5,438
New +$1.79M 0.04% 139
2019
Q2 		– Sell
-1,707
Closed -$328K – 233
2019
Q1 		$328K Hold
1,707
– – 0.04% 180
2018
Q4 		$285K Sell
1,707
-750
-31% -$151K 0.04% 181
2018
Q3 		$551K Sell
2,457
-7
-0.3% -$1.63K 0.06% 140
2018
Q2 		$543K Sell
2,464
-360
-13% -$85.8K 0.06% 151
2018
Q1 		$711K Sell
2,824
-4,112
-59% -$1.07M 0.09% 121
2017
Q4 		$1.77M Sell
6,936
-139
-2% -$34.1K 0.2% 97
2017
Q3 		$1.68M Buy
7,075
+2,400
+51% +$541K 0.19% 99
2017
Q2 		$1.04M Sell
4,675
-21
-0.4% -$4.67K 0.13% 100
2017
Q1 		$1.08M Buy
+4,696
New +$1.13M 0.14% 99

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

RWA Wealth Partners's GS Position: Q1 2026 in Review

RWA Wealth Partners increased its Goldman Sachs (GS) stake by 3.5% in Q1 2026, buying an estimated $350K and bringing the position to 11,630 shares worth $9.84M. The position accounts for 0.11% of the portfolio, ranked #103.

RWA Wealth Partners first reported a position in GS in Q1 2017 and has held it in 21 quarters since. The position peaked at $9.88M in Q4 2025. 2,979 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • RWA Wealth Partners held 11,630 shares of Goldman Sachs worth $9.84M as of Q1 2026.
  • RWA Wealth Partners bought 392 Goldman Sachs shares in Q1 2026, an estimated $350K.
  • Goldman Sachs made up 0.11% of RWA Wealth Partners's portfolio in Q1 2026, its #103 holding.
  • RWA Wealth Partners first reported a position in Goldman Sachs in Q1 2017 and has held it in 21 quarters since.
  • RWA Wealth Partners's Goldman Sachs position peaked at $9.88M in Q4 2025.
  • 2,979 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.