WP Advisors’s Goldman Sachs GS Stock Holding History

WP 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	$326K	Buy	385 +2	+0.5%	+$1.78K	0.08%	92
2025 Q4	$337K	Buy	383 +10	+3%	+$8.16K	0.08%	91
2025 Q3	$297K	Buy	373 +2	+0.5%	+$1.48K	0.08%	98
2025 Q2	$263K	Buy	+371	New	+$215K	0.07%	101
2025 Q1	–	Sell	-359	Closed	-$206K	–	111
2024 Q4	$206K	Buy	+359	New	+$200K	0.07%	104
2019 Q3	–	Sell	-1,054	Closed	-$216K	–	60
2019 Q2	$216K	Buy	1,054 +4	+0.4%	+$792	0.24%	59
2019 Q1	$2.02K	Buy	+1,050	New	+$203K	0.22%	56
2018 Q4	–	Sell	-1,040	Closed	-$233K	–	131
2018 Q3	$233K	Buy	1,040 +3	+0.3%	+$698	0.22%	54
2018 Q2	$229K	Buy	1,037 +6	+0.6%	+$1.43K	0.22%	54
2018 Q1	$260K	Buy	1,031 +1	+0.1%	+$260	0.28%	47
2017 Q4	$262K	Buy	1,030 +3	+0.3%	+$736	0.25%	52
2017 Q3	$244K	Buy	1,027 +3	+0.3%	+$677	0.18%	58
2017 Q2	$227K	Buy	1,024 +1	+0.1%	+$222	0.16%	62
2017 Q1	$235K	Buy	+1,023	New	+$247K	0.15%	61

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

WP Advisors's GS Position: Q1 2026 in Review

WP Advisors increased its Goldman Sachs (GS) stake by 0.52% in Q1 2026, buying an estimated $1.78K and bringing the position to 385 shares worth $326K. The position accounts for 0.08% of the portfolio, ranked #92.

WP Advisors first reported a position in GS in Q1 2017 and has held it in 14 quarters since. The position peaked at $337K in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

WP Advisors held 385 shares of Goldman Sachs worth $326K as of Q1 2026.
WP Advisors bought 2 Goldman Sachs shares in Q1 2026, an estimated $1.78K.
Goldman Sachs made up 0.08% of WP Advisors's portfolio in Q1 2026, its #92 holding.
WP Advisors first reported a position in Goldman Sachs in Q1 2017 and has held it in 14 quarters since.
WP Advisors's Goldman Sachs position peaked at $337K in Q4 2025.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on WP Advisors's 13F filing for Q1 2026, filed 4 May 2026.