Westwood Wealth Management’s Goldman Sachs GS Stock Holding History

Westwood Wealth Management’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	$461K	Buy	+545	New	+$486K	0.18%	29
2025 Q4	–	Sell	-445	Closed	-$354K	–	112
2025 Q3	$354K	Buy	445 +50	+13%	+$37K	0.13%	37
2025 Q2	$280K	Hold	395	–	–	0.09%	44
2025 Q1	$216K	Hold	395	–	–	0.09%	43
2024 Q4	$226K	Buy	+395	New	+$220K	0.08%	43
2023 Q3	–	Sell	-1,095	Closed	-$353K	–	42
2023 Q2	$353K	Hold	1,095	–	–	0.25%	35
2023 Q1	$358K	Sell	1,095 -220	-17%	-$76.6K	0.32%	36
2022 Q4	$452K	Buy	1,315 +10	+0.8%	+$3.48K	0.54%	29
2022 Q3	$382K	Hold	1,305	–	–	0.34%	32
2022 Q2	$388K	Hold	1,305	–	–	0.45%	29
2022 Q1	$431	Sell	1,305 -150	-10%	-$53K	0.17%	41
2021 Q4	$557K	Buy	+1,455	New	+$576K	0.24%	37

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 $336B AUM 34.66% 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

Westwood Wealth Management's GS Position: Q1 2026 in Review

Westwood Wealth Management opened a new position in Goldman Sachs (GS) in Q1 2026: 545 shares worth $461K. The stake represents 0.18% of the portfolio and ranks #29 among its holdings. This is a return to the name: Westwood Wealth Management previously reported a position in GS as recently as Q3 2025.

Westwood Wealth Management first reported a position in GS in Q4 2021 and has held it in 12 quarters since. The position peaked at $557K in Q4 2021. 2,987 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Westwood Wealth Management held 545 shares of Goldman Sachs worth $461K as of Q1 2026.
Goldman Sachs was a new Westwood Wealth Management position in Q1 2026.
Goldman Sachs made up 0.18% of Westwood Wealth Management's portfolio in Q1 2026, its #29 holding.
Westwood Wealth Management first reported a position in Goldman Sachs in Q4 2021 and has held it in 12 quarters since.
Westwood Wealth Management's Goldman Sachs position peaked at $557K in Q4 2021.
2,987 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.