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Transform Wealth’s Goldman Sachs GS Stock Holding History

Transform 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
2025
Q1 		$20.9M Buy
38,187
+4,864
+15% +$2.93M 1.26% 16
2024
Q4 		$19.1M Buy
33,323
+2,258
+7% +$1.26M 1.06% 18
2024
Q3 		$15.4M Buy
31,065
+399
+1% +$195K 1.02% 19
2024
Q2 		$13.9M Buy
30,666
+1,171
+4% +$514K 1.04% 21
2024
Q1 		$12.3M Buy
29,495
+100
+0.3% +$38.8K 1.17% 21
2023
Q4 		$11.3M Sell
29,395
-414
-1% -$138K 1.11% 23
2023
Q3 		$9.65M Buy
29,809
+177
+0.6% +$59.1K 1.02% 26
2023
Q2 		$9.56M Buy
29,632
+145
+0.5% +$47.7K 0.86% 34
2023
Q1 		$9.65M Buy
29,487
+160
+0.5% +$55.7K 0.91% 34
2022
Q4 		$10.1M Sell
29,327
-376
-1% -$131K 1.13% 26
2022
Q3 		$8.7M Buy
29,703
+709
+2% +$230K 1.13% 24
2022
Q2 		$8.61M Sell
28,994
-58
-0.2% -$18.1K 1.28% 24
2022
Q1 		$9.59M Buy
29,052
+863
+3% +$305K 1.08% 28
2021
Q4 		$10.8M Sell
28,189
-914
-3% -$362K 1.13% 24
2021
Q3 		$11M Sell
29,103
-193
-0.7% -$75.4K 1.26% 19
2021
Q2 		$11.1M Buy
29,296
+16,186
+123% +$5.79M 1.36% 17
2021
Q1 		$4.29M Buy
13,110
+593
+5% +$185K 0.86% 41
2020
Q4 		$3.3M Sell
12,517
-16,063
-56% -$3.58M 0.69% 49
2020
Q3 		$5.74M Buy
28,580
+1,024
+4% +$208K 0.93% 41
2020
Q2 		$5.45M Buy
+27,556
New +$5.17M 0.93% 39
2018
Q1 		– Sell
-1,450
Closed -$369K – 245
2017
Q4 		$369K Buy
1,450
+50
+4% +$12.3K 0.07% 202
2017
Q3 		$332K Hold
1,400
– – 0.12% 176
2017
Q2 		$311K Sell
1,400
-28
-2% -$6.22K 0.35% 52
2017
Q1 		$328K Buy
1,428
+28
+2% +$6.76K 0.12% 174
2016
Q4 		$335K Hold
1,400
– – 0.13% 170
2016
Q3 		$226K Sell
1,400
-310
-18% -$50.4K 0.1% 185
2016
Q2 		$254K Buy
+1,710
New +$267K 0.11% 187

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Transform Wealth's GS Position: Q1 2025 in Review

Transform Wealth increased its Goldman Sachs (GS) stake by 15% in Q1 2025, buying an estimated $2.93M and bringing the position to 38,187 shares worth $20.9M. The position accounts for 1.26% of the portfolio, ranked #16.

Transform Wealth first reported a position in GS in Q2 2016 and has held it in 27 quarters since. 2,487 funds tracked by Wall St. Rank hold GS as of Q1 2025.

  • Transform Wealth held 38,187 shares of Goldman Sachs worth $20.9M as of Q1 2025.
  • Transform Wealth bought 4,864 Goldman Sachs shares in Q1 2025, an estimated $2.93M.
  • Goldman Sachs made up 1.26% of Transform Wealth's portfolio in Q1 2025, its #16 holding.
  • Transform Wealth first reported a position in Goldman Sachs in Q2 2016 and has held it in 27 quarters since.
  • 2,487 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.