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Schwarz Dygos Wheeler Investment Advisors’s Goldman Sachs GS Stock Holding History

Schwarz Dygos Wheeler Investment 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
2026
Q1 		$1.09M Hold
1,291
– – 0.23% 63
2025
Q4 		$1.13M Hold
1,291
– – 0.23% 62
2025
Q3 		$1.03M Hold
1,291
– – 0.22% 72
2025
Q2 		$914K Buy
1,291
+2
+0.2% +$1.16K 0.21% 76
2025
Q1 		$704K Buy
1,289
+6
+0.5% +$3.61K 0.17% 88
2024
Q4 		$735K Buy
1,283
+326
+34% +$182K 0.18% 85
2024
Q3 		$474K Hold
957
– – 0.12% 105
2024
Q2 		$433K Hold
957
– – 0.12% 99
2024
Q1 		$400K Sell
957
-40
-4% -$15.5K 0.11% 108
2023
Q4 		$385K Buy
997
+25
+3% +$8.34K 0.12% 108
2023
Q3 		$315K Hold
972
– – 0.11% 110
2023
Q2 		$314K Hold
972
– – 0.1% 106
2023
Q1 		$318K Sell
972
-10
-1% -$3.48K 0.12% 103
2022
Q4 		$337K Hold
982
– – 0.13% 98
2022
Q3 		$288K Sell
982
-54
-5% -$17.5K 0.13% 94
2022
Q2 		$308K Buy
1,036
+17
+2% +$5.29K 0.12% 97
2022
Q1 		$336K Buy
1,019
+40
+4% +$14.1K 0.11% 102
2021
Q4 		$375K Buy
979
+66
+7% +$26.1K 0.13% 94
2021
Q3 		$345K Sell
913
-26
-3% -$10.2K 0.13% 96
2021
Q2 		$356K Sell
939
-344
-27% -$123K 0.13% 93
2021
Q1 		$420K Buy
1,283
+84
+7% +$26.2K 0.17% 82
2020
Q4 		$316K Buy
1,199
+125
+12% +$27.8K 0.15% 82
2020
Q3 		$216K Hold
1,074
– – 0.12% 90
2020
Q2 		$224K Buy
+1,074
New +$202K 0.15% 81

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 $336B AUM 34.66% 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

Schwarz Dygos Wheeler Investment Advisors's GS Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors held its Goldman Sachs (GS) position steady in Q1 2026 at 1,291 shares worth $1.09M. The position accounts for 0.23% of the portfolio, ranked #63.

Schwarz Dygos Wheeler Investment Advisors first reported a position in GS in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.13M in Q4 2025. 2,987 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 1,291 shares of Goldman Sachs worth $1.09M as of Q1 2026.
  • Schwarz Dygos Wheeler Investment Advisors left its Goldman Sachs share count unchanged in Q1 2026.
  • Goldman Sachs made up 0.23% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #63 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Goldman Sachs in Q2 2020 and has held it in 24 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Goldman Sachs position peaked at $1.13M in Q4 2025.
  • 2,987 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.