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Stillwater Wealth Management Group’s Goldman Sachs GS Stock Holding History

Stillwater Wealth Management Group’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 		$2.19M Buy
2,591
+1,079
+71% +$963K 1.36% 31
2025
Q4 		$1.33M Buy
1,512
+652
+76% +$532K 0.9% 36
2025
Q3 		$685K Buy
+860
New +$637K 0.48% 41
2025
Q1 		$468K Hold
857
– – 0.41% 47
2024
Q4 		$491K Buy
+857
New +$478K 0.44% 46

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

Stillwater Wealth Management Group's GS Position: Q1 2026 in Review

Stillwater Wealth Management Group increased its Goldman Sachs (GS) stake by 71% in Q1 2026, buying an estimated $963K and bringing the position to 2,591 shares worth $2.19M. The position accounts for 1.36% of the portfolio, ranked #31.

Stillwater Wealth Management Group first reported a position in GS in Q4 2024 and has held it in 5 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Stillwater Wealth Management Group held 2,591 shares of Goldman Sachs worth $2.19M as of Q1 2026.
  • Stillwater Wealth Management Group bought 1,079 Goldman Sachs shares in Q1 2026, an estimated $963K.
  • Goldman Sachs made up 1.36% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #31 holding.
  • Stillwater Wealth Management Group first reported a position in Goldman Sachs in Q4 2024 and has held it in 5 quarters since.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.