Stokes Family Office’s Goldman Sachs GS Stock Holding History

Stokes Family Office’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	-339	Closed	-$298K	–	293
2025 Q4	$298K	Buy	339 +51	+18%	+$41.6K	0.03%	251
2025 Q3	$229K	Buy	+288	New	+$213K	0.02%	244
2023 Q4	–	Sell	-649	Closed	-$210K	–	263
2023 Q3	$210K	Sell	649 -4	-0.6%	-$1.34K	0.02%	299
2023 Q2	$211K	Buy	+653	New	+$215K	0.02%	291

Other funds holding GS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Stokes Family Office's GS Position: Q1 2026 in Review

Stokes Family Office sold out of Goldman Sachs (GS) in Q1 2026, closing a stake of 339 shares — an estimated $298K sold.

Stokes Family Office first reported a position in GS in Q2 2023 and held it in 4 quarters. The position peaked at $298K in Q4 2025. 2,985 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Stokes Family Office reported no remaining Goldman Sachs position as of Q1 2026 after selling out during the quarter.
Stokes Family Office sold 339 Goldman Sachs shares in Q1 2026, an estimated $298K.
Stokes Family Office first reported a position in Goldman Sachs in Q2 2023 and held it in 4 quarters.
Stokes Family Office's Goldman Sachs position peaked at $298K in Q4 2025.
2,985 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.