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Wealthspire Advisors (New York)’s Goldman Sachs GS Stock Holding History

Wealthspire Advisors (New York)’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 		$3.66M Sell
4,328
-4,555
-51% -$4.06M 0.03% 198
2025
Q4 		$7.81M Buy
8,883
+2,644
+42% +$2.16M 0.06% 131
2025
Q3 		$4.97M Buy
6,239
+981
+19% +$727K 0.03% 167
2025
Q2 		$3.72M Buy
5,258
+389
+8% +$225K 0.02% 188
2025
Q1 		$2.66M Sell
4,869
-63
-1% -$37.9K 0.02% 232
2024
Q4 		$2.82M Buy
4,932
+167
+4% +$93.2K 0.03% 202
2024
Q3 		$2.36M Buy
4,765
+427
+10% +$209K 0.02% 223
2024
Q2 		$1.96M Buy
4,338
+3,097
+250% +$1.36M 0.03% 207
2024
Q1 		$518K Sell
1,241
-121
-9% -$47K 0.01% 421
2023
Q4 		$525K Buy
1,362
+99
+8% +$33K 0.01% 410
2023
Q3 		$409K Sell
1,263
-59
-4% -$19.7K 0.01% 428
2023
Q2 		$426K Buy
1,322
+203
+18% +$66.7K 0.01% 395
2023
Q1 		$366K Sell
1,119
-698
-38% -$243K 0.01% 403
2022
Q4 		$624K Buy
1,817
+725
+66% +$252K 0.01% 343
2022
Q3 		$320K Sell
1,092
-102
-9% -$33K 0.01% 407
2022
Q2 		$355K Sell
1,194
-254
-18% -$79.1K 0.01% 367
2022
Q1 		$478K Sell
1,448
-484
-25% -$171K 0.01% 280
2021
Q4 		$739K Buy
1,932
+44
+2% +$17.4K 0.02% 263
2021
Q3 		$714K Buy
1,888
+1,101
+140% +$430K 0.01% 296
2021
Q2 		$299K Sell
787
-3,878
-83% -$1.39M 0.01% 291
2021
Q1 		$1.53M Buy
4,665
+1,821
+64% +$567K 0.04% 207
2020
Q4 		$750K Buy
2,844
+1,059
+59% +$236K 0.02% 245
2020
Q3 		$359K Buy
1,785
+378
+27% +$76.9K 0.02% 217
2020
Q2 		$278K Sell
1,407
-5,110
-78% -$959K 0.02% 217
2020
Q1 		$1.01M Buy
6,517
+5,319
+444% +$1.13M 0.04% 199
2019
Q4 		$275K Buy
+1,198
New +$260K 0.02% 161
2019
Q1 		– Sell
-231
Closed -$39K – 351
2018
Q4 		$39K Buy
+231
New +$46.6K ﹤0.01% 220

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

Wealthspire Advisors (New York)'s GS Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Goldman Sachs (GS) stake by 51% in Q1 2026, selling an estimated $4.06M and leaving 4,328 shares worth $3.66M. The position accounts for 0.03% of the portfolio, ranked #198.

Wealthspire Advisors (New York) first reported a position in GS in Q4 2018 and has held it in 27 quarters since. The position peaked at $7.81M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Wealthspire Advisors (New York) held 4,328 shares of Goldman Sachs worth $3.66M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 4,555 Goldman Sachs shares in Q1 2026, an estimated $4.06M.
  • Goldman Sachs made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #198 holding.
  • Wealthspire Advisors (New York) first reported a position in Goldman Sachs in Q4 2018 and has held it in 27 quarters since.
  • Wealthspire Advisors (New York)'s Goldman Sachs position peaked at $7.81M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.