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Shepherd Financial Partners’s Goldman Sachs GS Stock Holding History

Shepherd Financial Partners’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 		$5.38M Buy
6,360
+561
+10% +$500K 0.51% 44
2025
Q4 		$5.1M Buy
5,799
+5
+0.1% +$4.08K 0.47% 43
2025
Q3 		$4.61M Buy
5,794
+20
+0.3% +$14.8K 0.44% 48
2025
Q2 		$4.09M Buy
5,774
+74
+1% +$42.9K 0.43% 47
2025
Q1 		$3.11M Buy
5,700
+288
+5% +$173K 0.37% 55
2024
Q4 		$3.1M Buy
5,412
+21
+0.4% +$11.7K 0.37% 45
2024
Q3 		$2.67M Buy
5,391
+236
+5% +$115K 0.32% 55
2024
Q2 		$2.33M Sell
5,155
-12
-0.2% -$5.27K 0.3% 54
2024
Q1 		$2.16M Buy
5,167
+358
+7% +$139K 0.28% 58
2023
Q4 		$1.86M Sell
4,809
-450
-9% -$150K 0.26% 61
2023
Q3 		$1.7M Buy
5,259
+212
+4% +$70.8K 0.27% 64
2023
Q2 		$1.63M Buy
5,047
+126
+3% +$41.4K 0.25% 66
2023
Q1 		$1.61M Buy
4,921
+99
+2% +$34.5K 0.27% 63
2022
Q4 		$1.66M Buy
4,822
+43
+0.9% +$15K 0.3% 59
2022
Q3 		$1.4M Buy
4,779
+300
+7% +$97.2K 0.27% 63
2022
Q2 		$1.33M Buy
4,479
+176
+4% +$54.8K 0.26% 68
2022
Q1 		$1.42M Buy
4,303
+228
+6% +$80.5K 0.25% 68
2021
Q4 		$1.56M Sell
4,075
-17
-0.4% -$6.73K 0.27% 70
2021
Q3 		$1.55M Buy
4,092
+106
+3% +$41.4K 0.3% 64
2021
Q2 		$1.51M Buy
3,986
+2
+0.1% +$716 0.29% 68
2021
Q1 		$1.3M Buy
3,984
+5
+0.1% +$1.56K 0.29% 70
2020
Q4 		$1.05M Sell
3,979
-5,496
-58% -$1.22M 0.24% 78
2020
Q3 		$1.9M Buy
9,475
+355
+4% +$72.2K 0.45% 41
2020
Q2 		$1.8M Buy
9,120
+475
+5% +$89.2K 0.49% 34
2020
Q1 		$1.34M Buy
8,645
+4,931
+133% +$1.05M 0.46% 38
2019
Q4 		$854K Sell
3,714
-3
-0.1% -$651 0.2% 71
2019
Q3 		$770K Sell
3,717
-238
-6% -$49.8K 0.19% 72
2019
Q2 		$809K Buy
3,955
+21
+0.5% +$4.16K 0.15% 72
2019
Q1 		$755K Sell
3,934
-99
-2% -$19.1K 0.15% 74
2018
Q4 		$675K Buy
+4,033
New +$814K 0.15% 74

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

Shepherd Financial Partners's GS Position: Q1 2026 in Review

Shepherd Financial Partners increased its Goldman Sachs (GS) stake by 9.7% in Q1 2026, buying an estimated $500K and bringing the position to 6,360 shares worth $5.38M. The position accounts for 0.51% of the portfolio, ranked #44.

Shepherd Financial Partners first reported a position in GS in Q4 2018 and has held it in 30 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Shepherd Financial Partners held 6,360 shares of Goldman Sachs worth $5.38M as of Q1 2026.
  • Shepherd Financial Partners bought 561 Goldman Sachs shares in Q1 2026, an estimated $500K.
  • Goldman Sachs made up 0.51% of Shepherd Financial Partners's portfolio in Q1 2026, its #44 holding.
  • Shepherd Financial Partners first reported a position in Goldman Sachs in Q4 2018 and has held it in 30 quarters since.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.