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Whalen Wealth Management’s Goldman Sachs GS Stock Holding History

Whalen 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 		$884K Buy
1,045
+93
+10% +$83K 0.47% 53
2025
Q4 		$836K Buy
+952
New +$777K 0.45% 59
2024
Q2 		– Sell
-557
Closed -$233K – 118
2024
Q1 		$233K Buy
+557
New +$216K 0.17% 94

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

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

Whalen Wealth Management increased its Goldman Sachs (GS) stake by 9.8% in Q1 2026, buying an estimated $83K and bringing the position to 1,045 shares worth $884K. The position accounts for 0.47% of the portfolio, ranked #53.

Whalen Wealth Management first reported a position in GS in Q1 2024 and has held it in 3 quarters since. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Whalen Wealth Management held 1,045 shares of Goldman Sachs worth $884K as of Q1 2026.
  • Whalen Wealth Management bought 93 Goldman Sachs shares in Q1 2026, an estimated $83K.
  • Goldman Sachs made up 0.47% of Whalen Wealth Management's portfolio in Q1 2026, its #53 holding.
  • Whalen Wealth Management first reported a position in Goldman Sachs in Q1 2024 and has held it in 3 quarters since.
  • 2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.