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Sargent Investment Group’s Goldman Sachs GS Stock Holding History

Sargent Investment 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 		$952K Hold
1,125
– – 0.13% 116
2025
Q4 		$989K Buy
+1,125
New +$918K 0.12% 118
2025
Q3 		– Sell
-1,125
Closed -$815K – 167
2025
Q2 		$815K Hold
1,125
– – 0.11% 119
2025
Q1 		$615K Buy
1,125
+97
+9% +$58.4K 0.1% 127
2024
Q4 		$579K Sell
1,028
-8
-0.8% -$4.46K 0.09% 123
2024
Q3 		$513K Sell
1,036
-185
-15% -$90.5K 0.09% 116
2024
Q2 		$552K Buy
1,221
+96
+9% +$42.1K 0.11% 115
2024
Q1 		$470K Sell
1,125
-104
-8% -$40.4K 0.1% 118
2023
Q4 		$474K Hold
1,229
– – 0.1% 127
2023
Q3 		$398K Hold
1,229
– – 0.1% 136
2023
Q2 		$396K Hold
1,229
– – 0.1% 129
2023
Q1 		$401K Hold
1,229
– – 0.11% 127
2022
Q4 		$422K Hold
1,229
– – 0.13% 121
2022
Q3 		$374K Hold
1,229
– – 0.12% 125
2022
Q2 		$365K Sell
1,229
-45
-4% -$14K 0.11% 129
2022
Q1 		$421K Buy
1,274
+45
+4% +$15.9K 0.11% 128
2021
Q4 		$470K Buy
1,229
+4
+0.3% +$1.58K 0.11% 127
2021
Q3 		$463K Buy
1,225
+200
+20% +$78.1K 0.11% 123
2021
Q2 		$389K Hold
1,025
– – 0.09% 138
2021
Q1 		$335K Hold
1,025
– – 0.09% 141
2020
Q4 		$270K Sell
1,025
-35
-3% -$7.79K 0.09% 147
2020
Q3 		$213K Buy
+1,060
New +$216K 0.08% 150
2020
Q1 		– Sell
-962
Closed -$221K – 150
2019
Q4 		$221K Buy
+962
New +$209K 0.08% 134

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

Sargent Investment Group's GS Position: Q1 2026 in Review

Sargent Investment Group held its Goldman Sachs (GS) position steady in Q1 2026 at 1,125 shares worth $952K. The position accounts for 0.13% of the portfolio, ranked #116.

Sargent Investment Group first reported a position in GS in Q4 2019 and has held it in 23 quarters since. The position peaked at $989K in Q4 2025. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Sargent Investment Group held 1,125 shares of Goldman Sachs worth $952K as of Q1 2026.
  • Sargent Investment Group left its Goldman Sachs share count unchanged in Q1 2026.
  • Goldman Sachs made up 0.13% of Sargent Investment Group's portfolio in Q1 2026, its #116 holding.
  • Sargent Investment Group first reported a position in Goldman Sachs in Q4 2019 and has held it in 23 quarters since.
  • Sargent Investment Group's Goldman Sachs position peaked at $989K in Q4 2025.
  • 2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.