Turning Point Benefit Group’s Goldman Sachs GS Stock Holding History

Turning Point Benefit Group’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	-13	Closed	-$11.4K	–	384
2025 Q4	$11.4K	Buy	+13	New	+$10.6K	0.01%	234

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

Turning Point Benefit Group's GS Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Goldman Sachs (GS) in Q1 2026, closing a stake of 13 shares — an estimated $11.4K sold.

Turning Point Benefit Group first reported a position in GS in Q4 2025 and held it in 1 quarter. The position peaked at $11.4K in Q4 2025. 3,001 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Turning Point Benefit Group reported no remaining Goldman Sachs position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 13 Goldman Sachs shares in Q1 2026, an estimated $11.4K.
Turning Point Benefit Group first reported a position in Goldman Sachs in Q4 2025 and held it in 1 quarter.
Turning Point Benefit Group's Goldman Sachs position peaked at $11.4K in Q4 2025.
3,001 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.