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Safeguard Investment Advisory Group’s Goldman Sachs GS Stock Holding History

Safeguard Investment Advisory Group’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 		$344K Sell
406
-44
-10% -$39.3K 0.1% 86
2025
Q4 		$396K Buy
450
+51
+13% +$41.6K 0.1% 83
2025
Q3 		$318K Buy
399
+52
+15% +$38.5K 0.08% 101
2025
Q2 		$246K Sell
347
-260
-43% -$151K 0.06% 117
2025
Q1 		$333K Buy
+607
New +$365K 0.09% 90

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

Safeguard Investment Advisory Group's GS Position: Q1 2026 in Review

Safeguard Investment Advisory Group reduced its Goldman Sachs (GS) stake by 9.8% in Q1 2026, selling an estimated $39.3K and leaving 406 shares worth $344K. The position accounts for 0.1% of the portfolio, ranked #86.

Safeguard Investment Advisory Group first reported a position in GS in Q1 2025 and has held it in 5 quarters since. The position peaked at $396K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Safeguard Investment Advisory Group held 406 shares of Goldman Sachs worth $344K as of Q1 2026.
  • Safeguard Investment Advisory Group sold 44 Goldman Sachs shares in Q1 2026, an estimated $39.3K.
  • Goldman Sachs made up 0.1% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #86 holding.
  • Safeguard Investment Advisory Group first reported a position in Goldman Sachs in Q1 2025 and has held it in 5 quarters since.
  • Safeguard Investment Advisory Group's Goldman Sachs position peaked at $396K in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.