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Stratos Wealth Partners’s Goldman Sachs GS Stock Holding History

Stratos 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 		$8.22M Buy
9,722
+145
+2% +$129K 0.09% 227
2025
Q4 		$8.42M Buy
9,577
+116
+1% +$94.7K 0.1% 224
2025
Q3 		$7.53M Buy
9,461
+3,942
+71% +$2.92M 0.09% 233
2025
Q2 		$3.91M Sell
5,519
-307
-5% -$178K 0.05% 339
2025
Q1 		$3.18M Sell
5,826
-236
-4% -$142K 0.05% 339
2024
Q4 		$3.47M Buy
6,062
+1,836
+43% +$1.02M 0.05% 343
2024
Q3 		$2.09M Sell
4,226
-51
-1% -$24.9K 0.03% 454
2024
Q2 		$1.93M Buy
4,277
+228
+6% +$100K 0.03% 444
2024
Q1 		$1.69M Buy
4,049
+61
+2% +$23.7K 0.03% 486
2023
Q4 		$1.54M Sell
3,988
-321
-7% -$107K 0.03% 484
2023
Q3 		$1.39M Sell
4,309
-25
-0.6% -$8.35K 0.03% 461
2023
Q2 		$1.4M Buy
4,334
+761
+21% +$250K 0.03% 438
2023
Q1 		$1.17M Sell
3,573
-581
-14% -$202K 0.03% 443
2022
Q4 		$1.43M Sell
4,154
-1,506
-27% -$524K 0.04% 419
2022
Q3 		$1.66M Sell
5,660
-1,229
-18% -$398K 0.05% 351
2022
Q2 		$2.05M Buy
6,889
+431
+7% +$134K 0.05% 319
2022
Q1 		$2.13M Buy
6,458
+928
+17% +$328K 0.05% 341
2021
Q4 		$2.12M Sell
5,530
-225
-4% -$89.1K 0.05% 340
2021
Q3 		$2.18M Sell
5,755
-141
-2% -$55.1K 0.06% 298
2021
Q2 		$2.24M Buy
5,896
+1,004
+21% +$359K 0.06% 308
2021
Q1 		$1.6M Buy
4,892
+1,005
+26% +$313K 0.04% 365
2020
Q4 		$1.02M Sell
3,887
-180
-4% -$40.1K 0.03% 438
2020
Q3 		$817K Buy
4,067
+23
+0.6% +$4.68K 0.03% 460
2020
Q2 		$799K Buy
4,044
+333
+9% +$62.5K 0.03% 432
2020
Q1 		$574K Buy
3,711
+1,181
+47% +$251K 0.03% 481
2019
Q4 		$582K Buy
2,530
+176
+7% +$38.2K 0.02% 547
2019
Q3 		$488K Sell
2,354
-396
-14% -$82.8K 0.02% 572
2019
Q2 		$563K Sell
2,750
-1,479
-35% -$293K 0.02% 526
2019
Q1 		$812K Sell
4,229
-175
-4% -$33.8K 0.04% 421
2018
Q4 		$736K Sell
4,404
-317
-7% -$63.9K 0.04% 406
2018
Q3 		$1.06M Sell
4,721
-162
-3% -$37.7K 0.05% 322
2018
Q2 		$1.08M Buy
4,883
+115
+2% +$27.4K 0.05% 343
2018
Q1 		$1.2M Sell
4,768
-477
-9% -$124K 0.05% 327
2017
Q4 		$1.34M Sell
5,245
-1,043
-17% -$256K 0.06% 291
2017
Q3 		$1.49M Buy
6,288
+374
+6% +$84.4K 0.07% 267
2017
Q2 		$1.31M Buy
5,914
+1,107
+23% +$246K 0.07% 256
2017
Q1 		$1.1M Buy
4,807
+219
+5% +$52.9K 0.06% 267
2016
Q4 		$1.1M Buy
4,588
+1,050
+30% +$213K 0.07% 252
2016
Q3 		$571K Sell
3,538
-428
-11% -$69.6K 0.04% 326
2016
Q2 		$589K Buy
3,966
+924
+30% +$144K 0.04% 302
2016
Q1 		$478K Sell
3,042
-98
-3% -$15.2K 0.04% 302
2015
Q4 		$566K Buy
3,140
+182
+6% +$33.8K 0.05% 272
2015
Q3 		$514K Sell
2,958
-306
-9% -$60K 0.06% 254
2015
Q2 		$681K Sell
3,264
-640
-16% -$130K 0.09% 203
2015
Q1 		$735K Buy
3,904
+1,420
+57% +$264K 0.09% 218
2014
Q4 		$481K Sell
2,484
-113
-4% -$21.2K 0.09% 251
2014
Q3 		$477K Sell
2,597
-218
-8% -$38.3K 0.11% 165
2014
Q2 		$471K Buy
+2,815
New +$454K 0.16% 163

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

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

Stratos Wealth Partners increased its Goldman Sachs (GS) stake by 1.5% in Q1 2026, buying an estimated $129K and bringing the position to 9,722 shares worth $8.22M. The position accounts for 0.09% of the portfolio, ranked #227.

Stratos Wealth Partners first reported a position in GS in Q2 2014 and has held it in 48 quarters since. The position peaked at $8.42M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Stratos Wealth Partners held 9,722 shares of Goldman Sachs worth $8.22M as of Q1 2026.
  • Stratos Wealth Partners bought 145 Goldman Sachs shares in Q1 2026, an estimated $129K.
  • Goldman Sachs made up 0.09% of Stratos Wealth Partners's portfolio in Q1 2026, its #227 holding.
  • Stratos Wealth Partners first reported a position in Goldman Sachs in Q2 2014 and has held it in 48 quarters since.
  • Stratos Wealth Partners's Goldman Sachs position peaked at $8.42M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.