SHWA
GS icon

Safe Harbor Wealth Advisors’s Goldman Sachs GS Stock Holding History

Safe Harbor Wealth Advisors’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
2025
Q4 		$575K Buy
+636
New +$519K 0.56% 33

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Safe Harbor Wealth Advisors's GS Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Goldman Sachs (GS) in Q4 2025: 636 shares worth $575K. The stake represents 0.56% of the portfolio and ranks #33 among its holdings.

3,023 funds tracked by Wall St. Rank hold GS as of Q4 2025.

  • Safe Harbor Wealth Advisors held 636 shares of Goldman Sachs worth $575K as of Q4 2025.
  • Goldman Sachs was a new Safe Harbor Wealth Advisors position in Q4 2025.
  • Goldman Sachs made up 0.56% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #33 holding.
  • 3,023 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.