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SpringVest Wealth Management’s Goldman Sachs GS Stock Holding History

SpringVest 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 		– Sell
-247
Closed -$217K – 71
2025
Q4 		$217K Buy
+247
New +$202K 0.15% 68

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

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

SpringVest Wealth Management sold out of Goldman Sachs (GS) in Q1 2026, closing a stake of 247 shares — an estimated $217K sold.

SpringVest Wealth Management first reported a position in GS in Q4 2025 and held it in 1 quarter. The position peaked at $217K in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • SpringVest Wealth Management reported no remaining Goldman Sachs position as of Q1 2026 after selling out during the quarter.
  • SpringVest Wealth Management sold 247 Goldman Sachs shares in Q1 2026, an estimated $217K.
  • SpringVest Wealth Management first reported a position in Goldman Sachs in Q4 2025 and held it in 1 quarter.
  • SpringVest Wealth Management's Goldman Sachs position peaked at $217K in Q4 2025.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

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