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Walkner Condon Financial Advisors’s Goldman Sachs GS Stock Holding History

Walkner Condon Financial 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 		$442K Sell
523
-51
-9% -$45.5K 0.06% 192
2025
Q4 		$505K Buy
574
+11
+2% +$8.98K 0.07% 174
2025
Q3 		$448K Buy
563
+6
+1% +$4.45K 0.07% 185
2025
Q2 		$394K Buy
557
+32
+6% +$18.5K 0.07% 189
2025
Q1 		$287K Buy
525
+34
+7% +$20.5K 0.06% 208
2024
Q4 		$281K Buy
491
+7
+1% +$3.9K 0.06% 226
2024
Q3 		$240K Sell
484
-76
-14% -$37.2K 0.05% 243
2024
Q2 		$253K Sell
560
-13
-2% -$5.7K 0.05% 218
2024
Q1 		$239K Buy
573
+21
+4% +$8.15K 0.05% 241
2023
Q4 		$213K Buy
+552
New +$184K 0.05% 252
2023
Q3 		– Sell
-748
Closed -$241K – 249
2023
Q2 		$241K Sell
748
-56
-7% -$18.4K 0.06% 210
2023
Q1 		$263K Buy
804
+23
+3% +$8.01K 0.07% 190
2022
Q4 		$268K Sell
781
-14
-2% -$4.87K 0.08% 184
2022
Q3 		$233K Buy
795
+82
+12% +$26.6K 0.08% 187
2022
Q2 		$212K Buy
713
+10
+1% +$3.11K 0.07% 205
2022
Q1 		$232K Buy
+703
New +$248K 0.07% 195

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

Walkner Condon Financial Advisors's GS Position: Q1 2026 in Review

Walkner Condon Financial Advisors reduced its Goldman Sachs (GS) stake by 8.9% in Q1 2026, selling an estimated $45.5K and leaving 523 shares worth $442K. The position accounts for 0.06% of the portfolio, ranked #192.

Walkner Condon Financial Advisors first reported a position in GS in Q1 2022 and has held it in 16 quarters since. The position peaked at $505K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Walkner Condon Financial Advisors held 523 shares of Goldman Sachs worth $442K as of Q1 2026.
  • Walkner Condon Financial Advisors sold 51 Goldman Sachs shares in Q1 2026, an estimated $45.5K.
  • Goldman Sachs made up 0.06% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #192 holding.
  • Walkner Condon Financial Advisors first reported a position in Goldman Sachs in Q1 2022 and has held it in 16 quarters since.
  • Walkner Condon Financial Advisors's Goldman Sachs position peaked at $505K in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.