Summit Wealth Group’s Goldman Sachs GS Stock Holding History

Summit Wealth 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	$219K	Hold	259	–	–	0.05%	120
2025 Q4	$228K	Buy	+259	New	+$211K	0.05%	110
2023 Q2	–	Sell	-69,020	Closed	–	–	153
2023 Q1	$0	Buy	+69,020	New	+$24M	﹤0.01%	198
2021 Q3	–	Sell	-465	Closed	-$176K	–	124
2021 Q2	$176K	Buy	465 +250	+116%	+$89.5K	0.26%	25
2021 Q1	$70K	Buy	+215	New	+$66.9K	0.11%	35

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

Summit Wealth Group's GS Position: Q1 2026 in Review

Summit Wealth Group held its Goldman Sachs (GS) position steady in Q1 2026 at 259 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #120.

Summit Wealth Group first reported a position in GS in Q1 2021 and has held it in 5 quarters since. The position peaked at $228K in Q4 2025. 2,985 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Summit Wealth Group held 259 shares of Goldman Sachs worth $219K as of Q1 2026.
Summit Wealth Group left its Goldman Sachs share count unchanged in Q1 2026.
Goldman Sachs made up 0.05% of Summit Wealth Group's portfolio in Q1 2026, its #120 holding.
Summit Wealth Group first reported a position in Goldman Sachs in Q1 2021 and has held it in 5 quarters since.
Summit Wealth Group's Goldman Sachs position peaked at $228K in Q4 2025.
2,985 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.