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Wescott Financial Advisory Group’s Goldman Sachs GS Stock Holding History

Wescott Financial Advisory Group’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 		$2.01M Sell
2,370
-360
-13% -$321K 0.18% 66
2025
Q4 		$2.4M Buy
2,730
+100
+4% +$81.6K 0.21% 59
2025
Q3 		$2.09M Buy
2,630
+19
+0.7% +$14.1K 0.19% 62
2025
Q2 		$1.85M Buy
2,611
+9
+0.3% +$5.21K 0.18% 60
2025
Q1 		$1.42M Sell
2,602
-147
-5% -$88.5K 0.15% 68
2024
Q4 		$1.57M Buy
2,749
+30
+1% +$16.7K 0.16% 67
2024
Q3 		$1.35M Buy
2,719
+18
+0.7% +$8.8K 0.14% 73
2024
Q2 		$1.22M Sell
2,701
-9
-0.3% -$3.95K 0.14% 77
2024
Q1 		$1.13M Sell
2,710
-71
-3% -$27.6K 0.14% 72
2023
Q4 		$1.07M Sell
2,781
-164
-6% -$54.7K 0.15% 70
2023
Q3 		$953K Hold
2,945
– – 0.17% 72
2023
Q2 		$950K Sell
2,945
-325
-10% -$107K 0.17% 74
2023
Q1 		$1.07M Sell
3,270
-10
-0.3% -$3.48K 0.23% 61
2022
Q4 		$1.13M Buy
3,280
+21
+0.6% +$7.31K 0.24% 57
2022
Q3 		$955K Sell
3,259
-21
-0.6% -$6.8K 0.27% 54
2022
Q2 		$974K Buy
3,280
+8
+0.2% +$2.49K 0.26% 54
2022
Q1 		$1.08M Sell
3,272
-437
-12% -$154K 0.28% 49
2021
Q4 		$1.42M Sell
3,709
-282
-7% -$112K 0.73% 17
2021
Q3 		$1.51M Sell
3,991
-1,724
-30% -$673K 0.85% 18
2021
Q2 		$2.14M Buy
+5,715
New +$2.04M 1.26% 11

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

Wescott Financial Advisory Group's GS Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its Goldman Sachs (GS) stake by 13% in Q1 2026, selling an estimated $321K and leaving 2,370 shares worth $2.01M. The position accounts for 0.18% of the portfolio, ranked #66.

Wescott Financial Advisory Group first reported a position in GS in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.4M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Wescott Financial Advisory Group held 2,370 shares of Goldman Sachs worth $2.01M as of Q1 2026.
  • Wescott Financial Advisory Group sold 360 Goldman Sachs shares in Q1 2026, an estimated $321K.
  • Goldman Sachs made up 0.18% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #66 holding.
  • Wescott Financial Advisory Group first reported a position in Goldman Sachs in Q2 2021 and has held it in 20 quarters since.
  • Wescott Financial Advisory Group's Goldman Sachs position peaked at $2.4M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.