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SMART Wealth’s Goldman Sachs GS Stock Holding History

SMART 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 		$253K Sell
299
-540
-64% -$482K 0.07% 186
2025
Q4 		$738K Sell
839
-521
-38% -$425K 0.22% 94
2025
Q3 		$1.08M Buy
+1,360
New +$1.01M 0.41% 71
2025
Q2 		– Sell
-1,482
Closed -$810K – 177
2025
Q1 		$810K Buy
+1,482
New +$892K 0.29% 84

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

SMART Wealth's GS Position: Q1 2026 in Review

SMART Wealth reduced its Goldman Sachs (GS) stake by 64% in Q1 2026, selling an estimated $482K and leaving 299 shares worth $253K. The position accounts for 0.07% of the portfolio, ranked #186.

SMART Wealth first reported a position in GS in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.08M in Q3 2025. 2,984 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • SMART Wealth held 299 shares of Goldman Sachs worth $253K as of Q1 2026.
  • SMART Wealth sold 540 Goldman Sachs shares in Q1 2026, an estimated $482K.
  • Goldman Sachs made up 0.07% of SMART Wealth's portfolio in Q1 2026, its #186 holding.
  • SMART Wealth first reported a position in Goldman Sachs in Q1 2025 and has held it in 4 quarters since.
  • SMART Wealth's Goldman Sachs position peaked at $1.08M in Q3 2025.
  • 2,984 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.