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Synergy Investment Management’s Goldman Sachs GS Stock Holding History

Synergy Investment 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
2026
Q1 		$8.46K Buy
+10
New +$8.92K ﹤0.01% 517
2025
Q2 		– Sell
-8
Closed -$4.37K – 283
2025
Q1 		$4.37K Hold
8
– – ﹤0.01% 471
2024
Q4 		$4.58K Buy
+8
New +$4.46K ﹤0.01% 476

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

Synergy Investment Management's GS Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Goldman Sachs (GS) in Q1 2026: 10 shares worth $8.46K. The stake represents ﹤0.01% of the portfolio and ranks #517 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in GS as recently as Q1 2025.

Synergy Investment Management first reported a position in GS in Q4 2024 and has held it in 3 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Synergy Investment Management held 10 shares of Goldman Sachs worth $8.46K as of Q1 2026.
  • Goldman Sachs was a new Synergy Investment Management position in Q1 2026.
  • Goldman Sachs made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #517 holding.
  • Synergy Investment Management first reported a position in Goldman Sachs in Q4 2024 and has held it in 3 quarters since.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.