Zuckerman Investment Group’s Goldman Sachs GS Stock Holding History

Zuckerman Investment 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	$1.14M	Hold	1,345	–	–	0.11%	69
2025 Q4	$1.18M	Sell	1,345 -225	-14%	-$184K	0.11%	70
2025 Q3	$1.25M	Sell	1,570 -3	-0.2%	-$2.22K	0.12%	78
2025 Q2	$1.11M	Buy	1,573 +402	+34%	+$233K	0.11%	78
2025 Q1	$640K	Buy	1,171 +600	+105%	+$361K	0.07%	96
2024 Q4	$361K	Hold	571	–	–	0.03%	117
2024 Q3	$283K	Buy	571 +1	+0.2%	+$489	0.03%	122
2024 Q2	$258K	Hold	570	–	–	0.03%	126
2024 Q1	$238K	Hold	570	–	–	0.03%	126
2023 Q4	$220K	Buy	+570	New	+$190K	0.03%	118
2023 Q2	–	Sell	-646	Closed	-$211K	–	124
2023 Q1	$211K	Hold	646	–	–	0.03%	110
2022 Q4	$222K	Buy	+646	New	+$225K	0.04%	117

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

Zuckerman Investment Group's GS Position: Q1 2026 in Review

Zuckerman Investment Group held its Goldman Sachs (GS) position steady in Q1 2026 at 1,345 shares worth $1.14M. The position accounts for 0.11% of the portfolio, ranked #69.

Zuckerman Investment Group first reported a position in GS in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.25M in Q3 2025. 2,985 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Zuckerman Investment Group held 1,345 shares of Goldman Sachs worth $1.14M as of Q1 2026.
Zuckerman Investment Group left its Goldman Sachs share count unchanged in Q1 2026.
Goldman Sachs made up 0.11% of Zuckerman Investment Group's portfolio in Q1 2026, its #69 holding.
Zuckerman Investment Group first reported a position in Goldman Sachs in Q4 2022 and has held it in 12 quarters since.
Zuckerman Investment Group's Goldman Sachs position peaked at $1.25M in Q3 2025.
2,985 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.