Spire Wealth Management
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Spire Wealth Management’s Goldman Sachs GS Stock Holding History

Spire 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
Q3 		$10.4M Sell
11,559
-780
-6% -$798K 0.32% 76
2026
Q2 		$12.5M Sell
12,339
-283
-2% -$276K 0.38% 63
2026
Q1 		$10.7M Sell
12,622
-81
-0.6% -$72.3K 0.36% 61
2025
Q4 		$11.2M Buy
12,703
+232
+2% +$189K 0.37% 59
2025
Q3 		$9.9M Buy
12,471
+7,319
+142% +$5.42M 0.34% 66
2025
Q2 		$3.65M Sell
5,152
-3,106
-38% -$1.8M 0.13% 137
2025
Q1 		$4.51M Buy
8,258
+3,171
+62% +$1.91M 0.14% 137
2024
Q4 		$2.91M Buy
5,087
+179
+4% +$100K 0.09% 190
2024
Q3 		$2.43M Sell
4,908
-414
-8% -$202K 0.08% 200
2024
Q2 		$2.41M Sell
5,322
-249
-4% -$109K 0.08% 207
2024
Q1 		$2.33M Buy
5,571
+247
+5% +$95.9K 0.04% 227
2023
Q4 		$2.03M Sell
5,324
-65
-1% -$21.7K 0.07% 239
2023
Q3 		$1.74M Buy
5,389
+1,246
+30% +$416K 0.07% 240
2023
Q2 		$1.34M Sell
4,143
-755
-15% -$248K 0.05% 290
2023
Q1 		$1.6M Buy
4,898
+543
+12% +$189K 0.06% 257
2022
Q4 		$1.5M Buy
4,355
+85
+2% +$29.6K 0.08% 191
2022
Q3 		$1.25M Sell
4,270
-1,404
-25% -$455K 0.08% 179
2022
Q2 		$1.68M Sell
5,674
-720
-11% -$224K 0.07% 227
2022
Q1 		$2.1M Sell
6,394
-5,676
-47% -$2M 0.06% 265
2021
Q4 		$4.64M Buy
12,070
+3,369
+39% +$1.33M 0.1% 180
2021
Q3 		$3.29M Buy
8,701
+1,065
+14% +$416K 0.09% 213
2021
Q2 		$2.9M Sell
7,636
-3,491
-31% -$1.25M 0.08% 230
2021
Q1 		$3.62M Buy
+11,127
New +$3.46M 0.1% 191

Other funds holding GS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Spire Wealth Management's GS Position: Q3 2026 in Review

Spire Wealth Management reduced its Goldman Sachs (GS) stake by 6.3% in Q3 2026, selling an estimated $798K and leaving 11,559 shares worth $10.4M. The position accounts for 0.32% of the portfolio, ranked #76.

Spire Wealth Management first reported a position in GS in Q1 2021 and has held it in 23 quarters since. The position peaked at $12.5M in Q2 2026. 2,750 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Spire Wealth Management held 11,559 shares of Goldman Sachs worth $10.4M as of Q3 2026.
  • Spire Wealth Management sold 780 Goldman Sachs shares in Q3 2026, an estimated $798K.
  • Goldman Sachs made up 0.32% of Spire Wealth Management's portfolio in Q3 2026, its #76 holding.
  • Spire Wealth Management first reported a position in Goldman Sachs in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Goldman Sachs position peaked at $12.5M in Q2 2026.
  • 2,750 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.