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Shepherd Wealth Management’s Goldman Sachs GS Stock Holding History

Shepherd Wealth Management’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 		– Sell
-5,014
Closed -$4.82M – 57
2025
Q4 		$4.82M Buy
5,014
+1,124
+29% +$917K 3.35% 10
2025
Q3 		$3.08M Buy
+3,890
New +$2.88M 2.05% 16

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 Wealth Management's GS Position: Q1 2026 in Review

Shepherd Wealth Management sold out of Goldman Sachs (GS) in Q1 2026, closing a stake of 5,014 shares — an estimated $4.82M sold.

Shepherd Wealth Management first reported a position in GS in Q3 2025 and held it in 2 quarters. The position peaked at $4.82M in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Shepherd Wealth Management reported no remaining Goldman Sachs position as of Q1 2026 after selling out during the quarter.
  • Shepherd Wealth Management sold 5,014 Goldman Sachs shares in Q1 2026, an estimated $4.82M.
  • Shepherd Wealth Management first reported a position in Goldman Sachs in Q3 2025 and held it in 2 quarters.
  • Shepherd Wealth Management's Goldman Sachs position peaked at $4.82M in Q4 2025.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.