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Twin Peaks Wealth Advisors’s Goldman Sachs GS Stock Holding History

Twin Peaks 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 		$436K Hold
515
– – 0.11% 118
2025
Q4 		$486K Sell
515
-132
-20% -$108K 0.14% 110
2025
Q3 		$515K Buy
647
+164
+34% +$122K 0.18% 98
2025
Q2 		$359K Buy
483
+18
+4% +$10.4K 0.12% 112
2025
Q1 		$236K Buy
465
+51
+12% +$30.7K 0.11% 122
2024
Q4 		$237K Buy
+414
New +$231K 0.1% 126

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

Twin Peaks Wealth Advisors's GS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors held its Goldman Sachs (GS) position steady in Q1 2026 at 515 shares worth $436K. The position accounts for 0.11% of the portfolio, ranked #118.

Twin Peaks Wealth Advisors first reported a position in GS in Q4 2024 and has held it in 6 quarters since. The position peaked at $515K in Q3 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 515 shares of Goldman Sachs worth $436K as of Q1 2026.
  • Twin Peaks Wealth Advisors left its Goldman Sachs share count unchanged in Q1 2026.
  • Goldman Sachs made up 0.11% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #118 holding.
  • Twin Peaks Wealth Advisors first reported a position in Goldman Sachs in Q4 2024 and has held it in 6 quarters since.
  • Twin Peaks Wealth Advisors's Goldman Sachs position peaked at $515K in Q3 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.