Stephens Consulting’s Goldman Sachs GS Stock Holding History

Stephens Consulting’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
2025 Q4	$18.5K	Buy	+21	New	+$17.1K	0.01%	204
2025 Q3	–	Sell	-17	Closed	-$12K	–	711
2025 Q2	$12K	Buy	17 +3	+21%	+$1.74K	﹤0.01%	313
2025 Q1	$7.65K	Sell	14 -31	-69%	-$18.7K	﹤0.01%	354
2024 Q4	$25.8K	Buy	+45	New	+$25.1K	0.01%	247
2022 Q1	–	Sell	-13	Closed	-$4.97K	–	630
2021 Q4	$4.97K	Buy	+13	New	+$5.15K	﹤0.01%	481

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Stephens Consulting's GS Position: Q4 2025 in Review

Stephens Consulting opened a new position in Goldman Sachs (GS) in Q4 2025: 21 shares worth $18.5K. The stake represents 0.01% of the portfolio and ranks #204 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in GS as recently as Q2 2025.

Stephens Consulting first reported a position in GS in Q4 2021 and has held it in 5 quarters since. The position peaked at $25.8K in Q4 2024. 3,015 funds tracked by Wall St. Rank hold GS as of Q4 2025.

Stephens Consulting held 21 shares of Goldman Sachs worth $18.5K as of Q4 2025.
Goldman Sachs was a new Stephens Consulting position in Q4 2025.
Goldman Sachs made up 0.01% of Stephens Consulting's portfolio in Q4 2025, its #204 holding.
Stephens Consulting first reported a position in Goldman Sachs in Q4 2021 and has held it in 5 quarters since.
Stephens Consulting's Goldman Sachs position peaked at $25.8K in Q4 2024.
3,015 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.