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Worth Financial Advisory Group’s Goldman Sachs GS Stock Holding History

Worth Financial Advisory 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 		– Sell
-1,245
Closed -$1.09M – 89
2025
Q4 		$1.09M Buy
1,245
+44
+4% +$35.9K 0.53% 46
2025
Q3 		$956K Buy
1,201
+99
+9% +$73.4K 0.54% 40
2025
Q2 		$780K Buy
1,102
+6
+0.5% +$3.48K 0.48% 47
2025
Q1 		$599K Buy
+1,096
New +$660K 0.38% 67

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

Worth Financial Advisory Group's GS Position: Q1 2026 in Review

Worth Financial Advisory Group sold out of Goldman Sachs (GS) in Q1 2026, closing a stake of 1,245 shares — an estimated $1.09M sold.

Worth Financial Advisory Group first reported a position in GS in Q1 2025 and held it in 4 quarters. The position peaked at $1.09M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Worth Financial Advisory Group reported no remaining Goldman Sachs position as of Q1 2026 after selling out during the quarter.
  • Worth Financial Advisory Group sold 1,245 Goldman Sachs shares in Q1 2026, an estimated $1.09M.
  • Worth Financial Advisory Group first reported a position in Goldman Sachs in Q1 2025 and held it in 4 quarters.
  • Worth Financial Advisory Group's Goldman Sachs position peaked at $1.09M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Worth Financial Advisory Group's 13F filing for Q1 2026, filed 4 May 2026.