Wingate Wealth Advisors’s Goldman Sachs GS Stock Holding History

Wingate Wealth Advisors’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	$291K	Sell	344 -2	-0.6%	-$1.78K	0.16%	102
2025 Q4	$304K	Sell	346 -16	-4%	-$13.1K	0.17%	97
2025 Q3	$288K	Buy	+362	New	+$268K	0.2%	95
2025 Q1	–	Sell	-78	Closed	-$44.7K	–	221
2024 Q4	$44.7K	Buy	+78	New	+$43.5K	0.04%	230

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 $295B AUM 31.6% 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

Wingate Wealth Advisors's GS Position: Q1 2026 in Review

Wingate Wealth Advisors reduced its Goldman Sachs (GS) stake by 0.58% in Q1 2026, selling an estimated $1.78K and leaving 344 shares worth $291K. The position accounts for 0.16% of the portfolio, ranked #102.

Wingate Wealth Advisors first reported a position in GS in Q4 2024 and has held it in 4 quarters since. The position peaked at $304K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Wingate Wealth Advisors held 344 shares of Goldman Sachs worth $291K as of Q1 2026.
Wingate Wealth Advisors sold 2 Goldman Sachs shares in Q1 2026, an estimated $1.78K.
Goldman Sachs made up 0.16% of Wingate Wealth Advisors's portfolio in Q1 2026, its #102 holding.
Wingate Wealth Advisors first reported a position in Goldman Sachs in Q4 2024 and has held it in 4 quarters since.
Wingate Wealth Advisors's Goldman Sachs position peaked at $304K in Q4 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Wingate Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.