WE
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Wealth Effects’s Goldman Sachs GS Stock Holding History

Wealth Effects’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 		$607K Buy
717
+46
+7% +$41K 0.22% 93
2025
Q4 		$590K Buy
671
+15
+2% +$12.2K 0.18% 97
2025
Q3 		$523K Hold
656
– – 0.17% 107
2025
Q2 		$464K Buy
656
+175
+36% +$101K 0.17% 107
2025
Q1 		$263K Buy
481
+72
+18% +$43.3K 0.11% 156
2024
Q4 		$234K Sell
409
-21
-5% -$11.7K 0.08% 185
2024
Q3 		$213K Sell
430
-70
-14% -$34.2K 0.07% 191
2024
Q2 		$226K Hold
500
– – 0.08% 177
2024
Q1 		$209K Buy
+500
New +$194K 0.08% 194

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

Wealth Effects's GS Position: Q1 2026 in Review

Wealth Effects increased its Goldman Sachs (GS) stake by 6.9% in Q1 2026, buying an estimated $41K and bringing the position to 717 shares worth $607K. The position accounts for 0.22% of the portfolio, ranked #93.

Wealth Effects first reported a position in GS in Q1 2024 and has held it in 9 quarters since. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Wealth Effects held 717 shares of Goldman Sachs worth $607K as of Q1 2026.
  • Wealth Effects bought 46 Goldman Sachs shares in Q1 2026, an estimated $41K.
  • Goldman Sachs made up 0.22% of Wealth Effects's portfolio in Q1 2026, its #93 holding.
  • Wealth Effects first reported a position in Goldman Sachs in Q1 2024 and has held it in 9 quarters since.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.