ViaWealth’s Goldman Sachs GS Stock Holding History

ViaWealth’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	$432K	Buy	511 +2	+0.4%	+$1.78K	0.24%	109
2025 Q4	$448K	Sell	509 -68	-12%	-$55.5K	0.25%	104
2025 Q3	$459K	Buy	577 +48	+9%	+$35.6K	0.25%	103
2025 Q2	$374K	Buy	529 +1	+0.2%	+$579	0.22%	120
2025 Q1	$288K	Buy	528 +10	+2%	+$6.02K	0.18%	131
2024 Q4	$297K	Sell	518 -27	-5%	-$15.1K	0.18%	126
2024 Q3	$270K	Buy	545 +2	+0.4%	+$978	0.16%	135
2024 Q2	$246K	Buy	543 +1	+0.2%	+$439	0.15%	142
2024 Q1	$226K	Sell	542 -24	-4%	-$9.31K	0.14%	148
2023 Q4	$218K	Sell	566 -99	-15%	-$33K	0.15%	145
2023 Q3	$215K	Hold	665	–	–	0.16%	146
2023 Q2	$214K	Sell	665 -75	-10%	-$24.7K	0.16%	146
2023 Q1	$242K	Sell	740 -196	-21%	-$68.2K	0.19%	135
2022 Q4	$330K	Buy	+936	New	+$326K	0.27%	122

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

ViaWealth's GS Position: Q1 2026 in Review

ViaWealth increased its Goldman Sachs (GS) stake by 0.39% in Q1 2026, buying an estimated $1.78K and bringing the position to 511 shares worth $432K. The position accounts for 0.24% of the portfolio, ranked #109.

ViaWealth first reported a position in GS in Q4 2022 and has held it in 14 quarters since. The position peaked at $459K in Q3 2025. 2,985 funds tracked by Wall St. Rank hold GS as of Q1 2026.

ViaWealth held 511 shares of Goldman Sachs worth $432K as of Q1 2026.
ViaWealth bought 2 Goldman Sachs shares in Q1 2026, an estimated $1.78K.
Goldman Sachs made up 0.24% of ViaWealth's portfolio in Q1 2026, its #109 holding.
ViaWealth first reported a position in Goldman Sachs in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Goldman Sachs position peaked at $459K in Q3 2025.
2,985 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.