Talisman Wealth Advisors’s Goldman Sachs GS Stock Holding History

Talisman Wealth Advisors’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	$325K	Sell	384 -41	-10%	-$36.6K	0.26%	71
2025 Q4	$374K	Sell	425 -36	-8%	-$29.4K	0.29%	69
2025 Q3	$367K	Buy	461 +1	+0.2%	+$741	0.3%	71
2025 Q2	$326K	Buy	460 +16	+4%	+$9.27K	0.3%	76
2025 Q1	$243K	Sell	444 -6	-1%	-$3.61K	0.25%	87
2024 Q4	$258K	Buy	450 +1	+0.2%	+$558	0.27%	86
2024 Q3	$224K	Buy	+449	New	+$220K	0.24%	100

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

Talisman Wealth Advisors's GS Position: Q1 2026 in Review

Talisman Wealth Advisors reduced its Goldman Sachs (GS) stake by 9.6% in Q1 2026, selling an estimated $36.6K and leaving 384 shares worth $325K. The position accounts for 0.26% of the portfolio, ranked #71.

Talisman Wealth Advisors first reported a position in GS in Q3 2024 and has held it in 7 quarters since. The position peaked at $374K in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Talisman Wealth Advisors held 384 shares of Goldman Sachs worth $325K as of Q1 2026.
Talisman Wealth Advisors sold 41 Goldman Sachs shares in Q1 2026, an estimated $36.6K.
Goldman Sachs made up 0.26% of Talisman Wealth Advisors's portfolio in Q1 2026, its #71 holding.
Talisman Wealth Advisors first reported a position in Goldman Sachs in Q3 2024 and has held it in 7 quarters since.
Talisman Wealth Advisors's Goldman Sachs position peaked at $374K in Q4 2025.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.