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Tradition Wealth Management’s Goldman Sachs GS Stock Holding History

Tradition 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 		$656K Buy
776
+138
+22% +$123K 0.05% 244
2025
Q4 		$561K Buy
638
+284
+80% +$232K 0.04% 270
2025
Q3 		$282K Sell
354
-21
-6% -$15.6K 0.02% 384
2025
Q2 		$265K Buy
+375
New +$217K 0.02% 380
2024
Q1 		– Sell
-231
Closed -$89K – 719
2023
Q4 		$89K Sell
231
-50
-18% -$16.7K 0.01% 506
2023
Q3 		$91K Buy
281
+17
+6% +$5.68K 0.01% 461
2023
Q2 		$85K Buy
264
+15
+6% +$4.93K 0.01% 494
2023
Q1 		$82K Sell
249
-80
-24% -$27.8K 0.01% 497
2022
Q4 		$113K Buy
329
+3
+0.9% +$1.04K 0.02% 346
2022
Q3 		$96K Sell
326
-68
-17% -$22K 0.01% 367
2022
Q2 		$117K Buy
394
+2
+0.5% +$623 0.02% 333
2022
Q1 		$129K Sell
392
-57
-13% -$20.1K 0.02% 358
2021
Q4 		$172K Buy
449
+68
+18% +$26.9K 0.02% 322
2021
Q3 		$144K Buy
381
+91
+31% +$35.5K 0.02% 317
2021
Q2 		$110K Buy
290
+27
+10% +$9.66K 0.02% 374
2021
Q1 		$86K Buy
263
+1
+0.4% +$311 0.01% 341
2020
Q4 		$69K Buy
+262
New +$58.3K 0.01% 348

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

Tradition Wealth Management's GS Position: Q1 2026 in Review

Tradition Wealth Management increased its Goldman Sachs (GS) stake by 22% in Q1 2026, buying an estimated $123K and bringing the position to 776 shares worth $656K. The position accounts for 0.05% of the portfolio, ranked #244.

Tradition Wealth Management first reported a position in GS in Q4 2020 and has held it in 17 quarters since. 2,985 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Tradition Wealth Management held 776 shares of Goldman Sachs worth $656K as of Q1 2026.
  • Tradition Wealth Management bought 138 Goldman Sachs shares in Q1 2026, an estimated $123K.
  • Goldman Sachs made up 0.05% of Tradition Wealth Management's portfolio in Q1 2026, its #244 holding.
  • Tradition Wealth Management first reported a position in Goldman Sachs in Q4 2020 and has held it in 17 quarters since.
  • 2,985 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

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