Surience Private Wealth’s Goldman Sachs GS Stock Holding History

Surience Private Wealth’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	-4,921	Closed	-$4.33M	–	44
2025 Q4	$4.33M	Sell	4,921 -274	-5%	-$224K	4.64%	9
2025 Q3	$4.14M	Buy	+5,195	New	+$3.85M	3.78%	11
2025 Q2	–	Sell	-5,274	Closed	-$2.88M	–	35
2025 Q1	$2.88M	Buy	+5,274	New	+$3.17M	5.01%	8

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

Surience Private Wealth's GS Position: Q1 2026 in Review

Surience Private Wealth sold out of Goldman Sachs (GS) in Q1 2026, closing a stake of 4,921 shares — an estimated $4.33M sold.

Surience Private Wealth first reported a position in GS in Q1 2025 and held it in 3 quarters. The position peaked at $4.33M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Surience Private Wealth reported no remaining Goldman Sachs position as of Q1 2026 after selling out during the quarter.
Surience Private Wealth sold 4,921 Goldman Sachs shares in Q1 2026, an estimated $4.33M.
Surience Private Wealth first reported a position in Goldman Sachs in Q1 2025 and held it in 3 quarters.
Surience Private Wealth's Goldman Sachs position peaked at $4.33M in Q4 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Surience Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.