WFA
GS icon

WMG Financial Advisors’s Goldman Sachs GS Stock Holding History

WMG Financial 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
2025
Q4 		– Sell
-323
Closed -$257K – 147
2025
Q3 		$257K Sell
323
-2
-0.6% -$1.48K 0.09% 162
2025
Q2 		$230K Buy
+325
New +$188K 0.09% 165
2022
Q2 		– Sell
-726
Closed -$241K – 159
2022
Q1 		$241K Buy
+726
New +$256K 0.18% 136

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

WMG Financial Advisors's GS Position: Q4 2025 in Review

WMG Financial Advisors sold out of Goldman Sachs (GS) in Q4 2025, closing a stake of 323 shares — an estimated $257K sold.

WMG Financial Advisors first reported a position in GS in Q1 2022 and held it in 3 quarters. The position peaked at $257K in Q3 2025. 3,022 funds tracked by Wall St. Rank hold GS as of Q4 2025.

  • WMG Financial Advisors reported no remaining Goldman Sachs position as of Q4 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 323 Goldman Sachs shares in Q4 2025, an estimated $257K.
  • WMG Financial Advisors first reported a position in Goldman Sachs in Q1 2022 and held it in 3 quarters.
  • WMG Financial Advisors's Goldman Sachs position peaked at $257K in Q3 2025.
  • 3,022 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.