Tulsa Wealth Advisors’s Goldman Sachs GS Stock Holding History

Tulsa 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	–	Sell	-613	Closed	-$539K	–	165
2025 Q4	$539K	Buy	+613	New	+$500K	0.18%	69

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Tulsa Wealth Advisors sold out of Goldman Sachs (GS) in Q1 2026, closing a stake of 613 shares — an estimated $539K sold.

Tulsa Wealth Advisors first reported a position in GS in Q4 2025 and held it in 1 quarter. The position peaked at $539K in Q4 2025. 3,000 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Tulsa Wealth Advisors reported no remaining Goldman Sachs position as of Q1 2026 after selling out during the quarter.
Tulsa Wealth Advisors sold 613 Goldman Sachs shares in Q1 2026, an estimated $539K.
Tulsa Wealth Advisors first reported a position in Goldman Sachs in Q4 2025 and held it in 1 quarter.
Tulsa Wealth Advisors's Goldman Sachs position peaked at $539K in Q4 2025.
3,000 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Tulsa Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.