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Wealth Preservation Advisors’s Goldman Sachs GS Stock Holding History

Wealth Preservation 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 		$63.9K Sell
76
-18
-19% -$16.1K 0.05% 144
2025
Q4 		$83K Hold
94
– – 0.04% 151
2025
Q3 		$75.1K Hold
94
– – 0.04% 155
2025
Q2 		$66.7K Sell
94
-5
-5% -$2.9K 0.04% 165
2025
Q1 		$54.1K Buy
+99
New +$59.6K 0.04% 176

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 Preservation Advisors's GS Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its Goldman Sachs (GS) stake by 19% in Q1 2026, selling an estimated $16.1K and leaving 76 shares worth $63.9K. The position accounts for 0.05% of the portfolio, ranked #144.

Wealth Preservation Advisors first reported a position in GS in Q1 2025 and has held it in 5 quarters since. The position peaked at $83K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Wealth Preservation Advisors held 76 shares of Goldman Sachs worth $63.9K as of Q1 2026.
  • Wealth Preservation Advisors sold 18 Goldman Sachs shares in Q1 2026, an estimated $16.1K.
  • Goldman Sachs made up 0.05% of Wealth Preservation Advisors's portfolio in Q1 2026, its #144 holding.
  • Wealth Preservation Advisors first reported a position in Goldman Sachs in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Goldman Sachs position peaked at $83K in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.