Signature Wealth Management Partners’s Goldman Sachs GS Stock Holding History

Signature Wealth Management 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	$1.31M	Sell	1,547 -200	-11%	-$178K	0.66%	33
2025 Q4	$1.54M	Hold	1,747	–	–	0.76%	21
2025 Q3	$1.39M	Hold	1,747	–	–	0.73%	26
2025 Q2	$1.24M	Buy	1,747 +200	+13%	+$116K	0.71%	28
2025 Q1	$845K	Hold	1,547	–	–	0.55%	36
2024 Q4	$886K	Hold	1,547	–	–	0.61%	33
2024 Q3	$766K	Hold	1,547	–	–	0.55%	39
2024 Q2	$700K	Buy	1,547 +2	+0.1%	+$878	0.53%	40
2024 Q1	$645K	Sell	1,545 -75	-5%	-$29.1K	0.53%	43
2023 Q4	$625K	Hold	1,620	–	–	0.55%	42
2023 Q3	$524K	Hold	1,620	–	–	0.51%	45
2023 Q2	$523K	Buy	1,620 +200	+14%	+$65.8K	0.48%	50
2023 Q1	$464K	Buy	1,420 +245	+21%	+$85.3K	0.43%	57
2022 Q4	$403K	Buy	1,175 +200	+21%	+$69.6K	0.4%	63
2022 Q3	$286K	Hold	975	–	–	0.31%	73
2022 Q2	$290K	Hold	975	–	–	0.3%	77
2022 Q1	$322K	Hold	975	–	–	0.27%	78
2021 Q4	$373K	Buy	975 +75	+8%	+$29.7K	0.32%	69
2021 Q3	$340K	Hold	900	–	–	0.31%	73
2021 Q2	$342K	Sell	900 -250	-22%	-$89.5K	0.31%	75
2021 Q1	$376K	Buy	1,150 +250	+28%	+$77.8K	0.36%	66
2020 Q4	$237K	Buy	+900	New	+$200K	0.24%	82

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Signature Wealth Management Partners's GS Position: Q1 2026 in Review

Signature Wealth Management Partners reduced its Goldman Sachs (GS) stake by 11% in Q1 2026, selling an estimated $178K and leaving 1,547 shares worth $1.31M. The position accounts for 0.66% of the portfolio, ranked #33.

Signature Wealth Management Partners first reported a position in GS in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.54M in Q4 2025. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Signature Wealth Management Partners held 1,547 shares of Goldman Sachs worth $1.31M as of Q1 2026.
Signature Wealth Management Partners sold 200 Goldman Sachs shares in Q1 2026, an estimated $178K.
Goldman Sachs made up 0.66% of Signature Wealth Management Partners's portfolio in Q1 2026, its #33 holding.
Signature Wealth Management Partners first reported a position in Goldman Sachs in Q4 2020 and has held it in 22 quarters since.
Signature Wealth Management Partners's Goldman Sachs position peaked at $1.54M in Q4 2025.
2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Signature Wealth Management Partners's 13F filing for Q1 2026, filed 21 Apr 2026.