Strategic Wealth Investment Group, LLC / GS
Strategic Wealth Investment Group, LLC’s Goldman Sachs Group Inc Position
Does Strategic Wealth Investment Group, LLC own Goldman Sachs Group Inc (GS)? Yes — 17.3K shares worth $15M (+1.86% of its 13F portfolio) as of Q1 2026, down from 17.4K shares the prior filed quarter.
Position Value
$15M
Q1 2026
Shares
17.3K
% of Portfolio
+1.86%
Quarters Held
24
currently held
Position History GS
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 17.3K | $15M | +1.86% |
| Q4 2025 | 17.4K | $15M | +1.88% |
| Q3 2025 | 24.8K | $20M | +1.67% |
| Q2 2025 | 1.5K | $1M | +1.58% |
| Q1 2025 | 1.5K | $831,451 | +1.45% |
| Q4 2024 | 194.0K | $31M | +1.13% |
| Q3 2024 | 20.7K | $10M | +1.08% |
| Q2 2024 | 17.4K | $8M | +1.02% |
| Q4 2023 | 14.5K | $6M | +0.84% |
| Q3 2023 | 12.2K | $4M | +0.72% |
| Q2 2023 | 10.6K | $3M | +0.54% |
| Q1 2023 | 8.7K | $3M | +0.53% |
| Q4 2022 | 7.3K | $3M | +0.59% |
| Q3 2022 | 6.6K | $2M | +0.56% |
| Q2 2022 | 6.3K | $2M | +0.47% |
| Q1 2022 | 6.4K | $2M | +0.51% |
| Q4 2021 | 5.4K | $2M | +0.54% |
| Q3 2021 | 4.8K | $2M | +0.55% |
| Q2 2021 | 4.0K | $2M | +0.54% |
| Q1 2021 | 3.1K | $1M | +0.48% |
| Q4 2020 | 2.6K | $691,000 | +0.40% |
| Q3 2020 | 2.3K | $459,000 | +0.35% |
| Q2 2020 | 2.0K | $399,000 | +0.39% |
| Q4 2019 | 3.2K | $726,000 | +0.75% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Wealth Investment Group, LLC’s full portfolio or all institutional holders of GS.