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Simplicity Wealth’s Goldman Sachs GS Stock Holding History

Simplicity Wealth’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 		$1.85M Buy
2,184
+119
+6% +$106K 0.1% 190
2025
Q4 		$1.81M Buy
2,065
+120
+6% +$97.9K 0.11% 188
2025
Q3 		$1.55M Sell
1,945
-627
-24% -$465K 0.09% 219
2025
Q2 		$1.82M Buy
2,572
+120
+5% +$69.5K 0.08% 230
2025
Q1 		$1.34M Buy
2,452
+1,328
+118% +$799K 0.1% 203
2024
Q4 		$644K Buy
1,124
+125
+13% +$69.7K 0.13% 136
2024
Q3 		$494K Sell
999
-11,842
-92% -$5.79M 0.05% 293
2024
Q2 		$5.81M Buy
12,841
+538
+4% +$236K 0.13% 156
2024
Q1 		$5.14M Buy
+12,303
New +$4.77M 0.12% 165

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

Simplicity Wealth's GS Position: Q1 2026 in Review

Simplicity Wealth increased its Goldman Sachs (GS) stake by 5.8% in Q1 2026, buying an estimated $106K and bringing the position to 2,184 shares worth $1.85M. The position accounts for 0.1% of the portfolio, ranked #190.

Simplicity Wealth first reported a position in GS in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.81M in Q2 2024. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Simplicity Wealth held 2,184 shares of Goldman Sachs worth $1.85M as of Q1 2026.
  • Simplicity Wealth bought 119 Goldman Sachs shares in Q1 2026, an estimated $106K.
  • Goldman Sachs made up 0.1% of Simplicity Wealth's portfolio in Q1 2026, its #190 holding.
  • Simplicity Wealth first reported a position in Goldman Sachs in Q1 2024 and has held it in 9 quarters since.
  • Simplicity Wealth's Goldman Sachs position peaked at $5.81M in Q2 2024.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.