Stonegate Management’s Goldman Sachs GS Stock Holding History

Stonegate 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
2025 Q4	–	Sell	-1,000	Closed	-$796K	–	22
2025 Q3	$796K	Buy	+1,000	New	+$741K	0.53%	38

Other funds holding GS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Stonegate Management's GS Position: Q4 2025 in Review

Stonegate Management sold out of Goldman Sachs (GS) in Q4 2025, closing a stake of 1,000 shares — an estimated $796K sold.

Stonegate Management first reported a position in GS in Q3 2025 and held it in 1 quarter. The position peaked at $796K in Q3 2025. 3,023 funds tracked by Wall St. Rank hold GS as of Q4 2025.

Stonegate Management reported no remaining Goldman Sachs position as of Q4 2025 after selling out during the quarter.
Stonegate Management sold 1,000 Goldman Sachs shares in Q4 2025, an estimated $796K.
Stonegate Management first reported a position in Goldman Sachs in Q3 2025 and held it in 1 quarter.
Stonegate Management's Goldman Sachs position peaked at $796K in Q3 2025.
3,023 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2025.

Based on Stonegate Management's 13F filing for Q4 2025.