SWM
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SHP Wealth Management’s Goldman Sachs GS Stock Holding History

SHP 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 		$444K Sell
525
-49
-9% -$43.7K 0.03% 166
2025
Q4 		$504K Buy
+574
New +$468K 0.04% 152

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's GS Position: Q1 2026 in Review

SHP Wealth Management reduced its Goldman Sachs (GS) stake by 8.5% in Q1 2026, selling an estimated $43.7K and leaving 525 shares worth $444K. The position accounts for 0.03% of the portfolio, ranked #166.

SHP Wealth Management first reported a position in GS in Q4 2025 and has held it in 2 quarters since. The position peaked at $504K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • SHP Wealth Management held 525 shares of Goldman Sachs worth $444K as of Q1 2026.
  • SHP Wealth Management sold 49 Goldman Sachs shares in Q1 2026, an estimated $43.7K.
  • Goldman Sachs made up 0.03% of SHP Wealth Management's portfolio in Q1 2026, its #166 holding.
  • SHP Wealth Management first reported a position in Goldman Sachs in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Goldman Sachs position peaked at $504K in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.