Tower View Wealth Management’s Goldman Sachs GS Stock Holding History

Tower View Wealth 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	$1.75M	Buy	2,070 +1,980	+2,200%	+$1.77M	0.9%	34
2025 Q4	$78.9K	Buy	90 +1	+1%	+$816	0.04%	77
2025 Q3	$71.1K	Hold	89	–	–	0.04%	77
2025 Q2	$62.9K	Sell	89 -8,208	-99%	-$4.76M	0.03%	94
2025 Q1	$4.53M	Buy	8,297 +2,352	+40%	+$1.42M	2.64%	13
2024 Q4	$3.4M	Buy	5,945 +5,867	+7,522%	+$3.27M	1.8%	25
2024 Q3	$38.6K	Hold	78	–	–	0.02%	90
2024 Q2	$35.3K	Hold	78	–	–	0.02%	89
2024 Q1	$32.6K	Hold	78	–	–	0.02%	93
2023 Q4	$30K	Hold	78	–	–	0.02%	94
2023 Q3	$25K	Hold	78	–	–	0.02%	92
2023 Q2	$25K	Hold	78	–	–	0.02%	93
2023 Q1	$26K	Hold	78	–	–	0.02%	93
2022 Q4	$27K	Buy	+78	New	+$27.2K	0.02%	93

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

Tower View Wealth Management's GS Position: Q1 2026 in Review

Tower View Wealth Management increased its Goldman Sachs (GS) stake by 2,200% in Q1 2026, buying an estimated $1.77M and bringing the position to 2,070 shares worth $1.75M. The position accounts for 0.9% of the portfolio, ranked #34.

Tower View Wealth Management first reported a position in GS in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.53M in Q1 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Tower View Wealth Management held 2,070 shares of Goldman Sachs worth $1.75M as of Q1 2026.
Tower View Wealth Management bought 1,980 Goldman Sachs shares in Q1 2026, an estimated $1.77M.
Goldman Sachs made up 0.9% of Tower View Wealth Management's portfolio in Q1 2026, its #34 holding.
Tower View Wealth Management first reported a position in Goldman Sachs in Q4 2022 and has held it in 14 quarters since.
Tower View Wealth Management's Goldman Sachs position peaked at $4.53M in Q1 2025.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.