WealthShield Partners’s Goldman Sachs GS Stock Holding History

WealthShield Partners’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	$813K	Buy	961 +45	+5%	+$40.1K	0.09%	206
2025 Q4	$805K	Buy	916 +176	+24%	+$144K	0.09%	203
2025 Q3	$589K	Buy	740 +2	+0.3%	+$1.48K	0.07%	222
2025 Q2	$523K	Sell	738 -10	-1%	-$5.79K	0.06%	232
2025 Q1	$409K	Buy	748 +145	+24%	+$87.3K	0.05%	237
2024 Q4	$345K	Sell	603 -42	-7%	-$23.4K	0.05%	234
2024 Q3	$319K	Buy	645 +71	+12%	+$34.7K	0.04%	243
2024 Q2	$259K	Hold	574	–	–	0.04%	250
2024 Q1	$240K	Buy	+574	New	+$223K	0.04%	251
2022 Q1	–	Sell	-966	Closed	-$369K	–	351
2021 Q4	$369K	Buy	+966	New	+$382K	0.06%	212
2021 Q2	–	Sell	-253	Closed	-$83K	–	922
2021 Q1	$83K	Buy	+253	New	+$78.8K	0.01%	368
2018 Q3	–	Sell	-46,036	Closed	-$55K	–	264
2018 Q2	$55K	Buy	+46,036	New	+$11M	0.03%	157

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

WealthShield Partners's GS Position: Q1 2026 in Review

WealthShield Partners increased its Goldman Sachs (GS) stake by 4.9% in Q1 2026, buying an estimated $40.1K and bringing the position to 961 shares worth $813K. The position accounts for 0.09% of the portfolio, ranked #206.

WealthShield Partners first reported a position in GS in Q2 2018 and has held it in 12 quarters since. 2,984 funds tracked by Wall St. Rank hold GS as of Q1 2026.

WealthShield Partners held 961 shares of Goldman Sachs worth $813K as of Q1 2026.
WealthShield Partners bought 45 Goldman Sachs shares in Q1 2026, an estimated $40.1K.
Goldman Sachs made up 0.09% of WealthShield Partners's portfolio in Q1 2026, its #206 holding.
WealthShield Partners first reported a position in Goldman Sachs in Q2 2018 and has held it in 12 quarters since.
2,984 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.