Strategic Wealth Partners’s Goldman Sachs GS Stock Holding History

Strategic Wealth Partners’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	$11.9M	Buy	14,135 +1,658	+13%	+$1.48M	0.83%	38
2025 Q4	$11M	Buy	12,477 +723	+6%	+$590K	0.75%	42
2025 Q3	$9.35M	Sell	11,754 -5,767	-33%	-$4.27M	0.7%	48
2025 Q2	$12.4M	Buy	+17,521	New	+$10.2M	0.98%	23
2024 Q4	$16.5M	Buy	25,410 +4,589	+22%	+$2.56M	1.37%	12
2024 Q3	$10.3M	Buy	20,821 +886	+4%	+$433K	0.99%	24
2024 Q2	$9.02M	Sell	19,935 -2,392	-11%	-$1.05M	0.94%	24
2024 Q1	$9.33M	Buy	22,327 +2,054	+10%	+$797K	1.02%	20
2023 Q4	$7.82M	Buy	+20,273	New	+$6.77M	0.96%	22
2019 Q1	–	Sell	-15	Closed	-$3K	–	785
2018 Q4	$3K	Buy	+15	New	+$3.03K	﹤0.01%	613

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

Strategic Wealth Partners's GS Position: Q1 2026 in Review

Strategic Wealth Partners increased its Goldman Sachs (GS) stake by 13% in Q1 2026, buying an estimated $1.48M and bringing the position to 14,135 shares worth $11.9M. The position accounts for 0.83% of the portfolio, ranked #38.

Strategic Wealth Partners first reported a position in GS in Q4 2018 and has held it in 10 quarters since. The position peaked at $16.5M in Q4 2024. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Strategic Wealth Partners held 14,135 shares of Goldman Sachs worth $11.9M as of Q1 2026.
Strategic Wealth Partners bought 1,658 Goldman Sachs shares in Q1 2026, an estimated $1.48M.
Goldman Sachs made up 0.83% of Strategic Wealth Partners's portfolio in Q1 2026, its #38 holding.
Strategic Wealth Partners first reported a position in Goldman Sachs in Q4 2018 and has held it in 10 quarters since.
Strategic Wealth Partners's Goldman Sachs position peaked at $16.5M in Q4 2024.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.