USA Financial Formulas’s Goldman Sachs GS Stock Holding History

USA Financial Formulas’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	$179K	Sell	211 -583	-73%	-$520K	0.03%	128
2025 Q4	$698K	Sell	794 -479	-38%	-$391K	0.13%	53
2025 Q3	$1.01M	Buy	+1,273	New	+$943K	0.18%	35
2025 Q2	–	Sell	-381	Closed	-$208K	–	291
2025 Q1	$208K	Sell	381 -1,543	-80%	-$928K	0.03%	151
2024 Q4	$1.1M	Sell	1,924 -254	-12%	-$142K	0.17%	58
2024 Q3	$1.08M	Sell	2,178 -146	-6%	-$71.4K	0.17%	61
2024 Q2	$1.05M	Buy	+2,324	New	+$1.02M	0.17%	61
2022 Q1	–	Sell	-2	Closed	-$1K	–	404
2021 Q4	$1K	Sell	2 -5,062	-100%	-$2M	﹤0.01%	320
2021 Q3	$1.91M	Buy	5,064 +473	+10%	+$185K	1.71%	5
2021 Q2	$1.74M	Sell	4,591 -1,784	-28%	-$638K	1.46%	6
2021 Q1	$2.08M	Buy	+6,375	New	+$1.98M	1.69%	6
2020 Q1	–	Sell	-11,012	Closed	-$2.53M	–	256
2019 Q4	$2.53M	Buy	+11,012	New	+$2.39M	1.05%	43
2017 Q2	–	Sell	-29,230	Closed	-$6.71M	–	263
2017 Q1	$6.71M	Buy	+29,230	New	+$7.06M	1.62%	19

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

USA Financial Formulas's GS Position: Q1 2026 in Review

USA Financial Formulas reduced its Goldman Sachs (GS) stake by 73% in Q1 2026, selling an estimated $520K and leaving 211 shares worth $179K. The position accounts for 0.03% of the portfolio, ranked #128.

USA Financial Formulas first reported a position in GS in Q1 2017 and has held it in 13 quarters since. The position peaked at $6.71M in Q1 2017. 2,985 funds tracked by Wall St. Rank hold GS as of Q1 2026.

USA Financial Formulas held 211 shares of Goldman Sachs worth $179K as of Q1 2026.
USA Financial Formulas sold 583 Goldman Sachs shares in Q1 2026, an estimated $520K.
Goldman Sachs made up 0.03% of USA Financial Formulas's portfolio in Q1 2026, its #128 holding.
USA Financial Formulas first reported a position in Goldman Sachs in Q1 2017 and has held it in 13 quarters since.
USA Financial Formulas's Goldman Sachs position peaked at $6.71M in Q1 2017.
2,985 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.