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Wharton Business Group’s Goldman Sachs GS Stock Holding History

Wharton Business 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 		$41M Sell
48,491
-290
-0.6% -$259K 1.55% 19
2025
Q4 		$42.9M Sell
48,781
-1,590
-3% -$1.3M 1.63% 19
2025
Q3 		$40.1M Sell
50,371
-9,575
-16% -$7.1M 1.75% 19
2025
Q2 		$42.3M Sell
59,946
-8,790
-13% -$5.09M 1.79% 18
2025
Q1 		$37.5M Sell
68,736
-37
-0.1% -$22.3K 1.7% 19
2024
Q4 		$39.4M Buy
68,773
+361
+0.5% +$201K 1.78% 18
2024
Q3 		$33.9M Buy
68,412
+9,635
+16% +$4.71M 1.52% 20
2024
Q2 		$26.6M Buy
58,777
+65
+0.1% +$28.5K 1.37% 20
2024
Q1 		$24.5M Hold
58,712
– – 1.18% 21
2023
Q4 		$22.6M Sell
58,712
-615
-1% -$205K 1.14% 21
2023
Q3 		$19.2M Buy
59,327
+65
+0.1% +$21.7K 1.07% 21
2023
Q2 		$19.1M Sell
59,262
-180
-0.3% -$59.2K 1.26% 20
2023
Q1 		$19.4M Hold
59,442
– – 1.17% 22
2022
Q4 		$20.4M Buy
59,442
+30
+0.1% +$10.4K 1.18% 23
2022
Q3 		$17.4M Buy
59,412
+320
+0.5% +$104K 1.18% 21
2022
Q2 		$17.6M Buy
59,092
+3,282
+6% +$1.02M 1.16% 24
2022
Q1 		$18.4M Buy
55,810
+1,384
+3% +$489K 1.12% 25
2021
Q4 		$20.8M Hold
54,426
– – 1.29% 22
2021
Q3 		$20.6M Sell
54,426
-25
-0% -$9.76K 2.09% 12
2021
Q2 		$20.7M Sell
54,451
-80
-0.1% -$28.6K 1.61% 19
2021
Q1 		$17.8M Sell
54,531
-90
-0.2% -$28K 1.39% 21
2020
Q4 		$14.4M Hold
54,621
– – 1.18% 24
2020
Q3 		$11M Buy
54,621
+7,513
+16% +$1.53M 1.01% 27
2020
Q2 		$9.31M Buy
+47,108
New +$8.84M 0.9% 32
2020
Q1 		– Sell
-33,958
Closed -$7.81M – 111
2019
Q4 		$7.81M Buy
33,958
+550
+2% +$119K 0.73% 33
2019
Q3 		$6.92M Sell
33,408
-41
-0.1% -$8.57K 0.69% 32
2019
Q2 		$6.84M Hold
33,449
– – 0.7% 32
2019
Q1 		$6.42M Hold
33,449
– – 0.66% 32
2018
Q4 		$5.59M Buy
33,449
+11,270
+51% +$2.27M 0.66% 32
2018
Q3 		$4.97M Hold
22,179
– – 0.49% 35
2018
Q2 		$4.89M Hold
22,179
– – 0.51% 34
2018
Q1 		$5.59M Sell
22,179
-323
-1% -$84.1K 0.58% 33
2017
Q4 		$5.71M Sell
22,502
-40
-0.2% -$9.81K 0.59% 33
2017
Q3 		$5.35M Sell
22,542
-33
-0.1% -$7.44K 0.57% 33
2017
Q2 		$5.01M Hold
22,575
– – 0.53% 33
2017
Q1 		$5.19M Sell
22,575
-277
-1% -$66.9K 0.55% 36
2016
Q4 		$5.47M Sell
22,852
-3,054
-12% -$620K 0.65% 36
2016
Q3 		$4.18M Sell
25,906
-406
-2% -$66K 0.52% 42
2016
Q2 		$3.91M Buy
26,312
+105
+0.4% +$16.4K 0.46% 44
2016
Q1 		$4.11M Sell
26,207
-423
-2% -$65.4K 0.45% 41
2015
Q4 		$4.8M Sell
26,630
-115
-0.4% -$21.4K 0.47% 47
2015
Q3 		$4.65M Sell
26,745
-187
-0.7% -$36.7K 0.46% 49
2015
Q2 		$5.62K Sell
26,932
-528
-2% -$108K 0.37% 47
2015
Q1 		$5.16M Sell
27,460
-82
-0.3% -$15.3K 0.43% 48
2014
Q4 		$5.34M Buy
27,542
+110
+0.4% +$20.7K 0.44% 53
2014
Q3 		$5.04M Buy
27,432
+1,098
+4% +$193K 0.45% 57
2014
Q2 		$4.41M Buy
26,334
+19,743
+300% +$3.19M 0.49% 54
2014
Q1 		$1.08M Sell
6,591
-206
-3% -$34.6K 0.09% 107
2013
Q4 		$1.21M Sell
6,797
-1,195
-15% -$197K 0.1% 103
2013
Q3 		$1.26M Sell
7,992
-155
-2% -$25K 0.11% 97
2013
Q2 		$1.23M Buy
+8,147
New +$1.24M 0.11% 97

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

Wharton Business Group's GS Position: Q1 2026 in Review

Wharton Business Group reduced its Goldman Sachs (GS) stake by 0.59% in Q1 2026, selling an estimated $259K and leaving 48,491 shares worth $41M. The position accounts for 1.55% of the portfolio, ranked #19.

Wharton Business Group first reported a position in GS in Q2 2013 and has held it in 51 quarters since. The position peaked at $42.9M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Wharton Business Group held 48,491 shares of Goldman Sachs worth $41M as of Q1 2026.
  • Wharton Business Group sold 290 Goldman Sachs shares in Q1 2026, an estimated $259K.
  • Goldman Sachs made up 1.55% of Wharton Business Group's portfolio in Q1 2026, its #19 holding.
  • Wharton Business Group first reported a position in Goldman Sachs in Q2 2013 and has held it in 51 quarters since.
  • Wharton Business Group's Goldman Sachs position peaked at $42.9M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.