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SFMG Wealth Advisors’s Goldman Sachs GS Stock Holding History

SFMG 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
2026
Q1 		$332K Sell
392
-23
-6% -$20.5K 0.02% 238
2025
Q4 		$365K Buy
415
+95
+30% +$77.5K 0.02% 220
2025
Q3 		$255K Sell
320
-1
-0.3% -$741 0.02% 249
2025
Q2 		$227K Buy
+321
New +$186K 0.02% 245
2020
Q1 		– Sell
-1,679
Closed -$386K – 157
2019
Q4 		$386K Buy
1,679
+3
+0.2% +$651 0.05% 116
2019
Q3 		$347K Buy
1,676
+3
+0.2% +$627 0.05% 109
2019
Q2 		$372K Buy
1,673
+2
+0.1% +$396 0.05% 106
2019
Q1 		$321K Buy
1,671
+2
+0.1% +$386 0.05% 109
2018
Q4 		$279K Buy
1,669
+475
+40% +$95.8K 0.05% 109
2018
Q3 		$274K Sell
1,194
-1
-0.1% -$233 0.04% 105
2018
Q2 		$264K Buy
1,195
+2
+0.2% +$477 0.04% 113
2018
Q1 		$301K Hold
1,193
– – 0.05% 105
2017
Q4 		$304K Buy
1,193
+1
+0.1% +$245 0.05% 105
2017
Q3 		$283K Buy
1,192
+4
+0.3% +$902 0.06% 100
2017
Q2 		$264K Buy
1,188
+30
+3% +$6.67K 0.05% 103
2017
Q1 		$266K Buy
1,158
+1
+0.1% +$241 0.05% 99
2016
Q4 		$277K Buy
+1,157
New +$235K 0.06% 93
2015
Q3 		– Sell
-1,063
Closed -$222K – 122
2015
Q2 		$222K Sell
1,063
-1,951
-65% -$398K 0.05% 104
2015
Q1 		$567K Buy
3,014
+1,844
+158% +$343K 0.05% 92
2014
Q4 		$227K Buy
+1,170
New +$220K 0.05% 106

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

SFMG Wealth Advisors's GS Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its Goldman Sachs (GS) stake by 5.5% in Q1 2026, selling an estimated $20.5K and leaving 392 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #238.

SFMG Wealth Advisors first reported a position in GS in Q4 2014 and has held it in 20 quarters since. The position peaked at $567K in Q1 2015. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • SFMG Wealth Advisors held 392 shares of Goldman Sachs worth $332K as of Q1 2026.
  • SFMG Wealth Advisors sold 23 Goldman Sachs shares in Q1 2026, an estimated $20.5K.
  • Goldman Sachs made up 0.02% of SFMG Wealth Advisors's portfolio in Q1 2026, its #238 holding.
  • SFMG Wealth Advisors first reported a position in Goldman Sachs in Q4 2014 and has held it in 20 quarters since.
  • SFMG Wealth Advisors's Goldman Sachs position peaked at $567K in Q1 2015.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.