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Addison Advisors’s Goldman Sachs GS Stock Holding History

Addison 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 		$354K Buy
418
+7
+2% +$6.25K 0.08% 158
2025
Q4 		$361K Sell
411
-1
-0.2% -$816 0.08% 155
2025
Q3 		$328K Buy
412
+12
+3% +$8.89K 0.08% 167
2025
Q2 		$283K Sell
400
-11
-3% -$6.37K 0.07% 172
2025
Q1 		$225K Buy
411
+24
+6% +$14.4K 0.06% 187
2024
Q4 		$222K Sell
387
-79
-17% -$44.1K 0.06% 190
2024
Q3 		$231K Sell
466
-9
-2% -$4.4K 0.06% 195
2024
Q2 		$215K Buy
475
+27
+6% +$11.8K 0.07% 182
2024
Q1 		$187K Buy
448
+34
+8% +$13.2K 0.06% 196
2023
Q4 		$160K Buy
414
+29
+8% +$9.68K 0.06% 209
2023
Q3 		$125K Buy
385
+49
+15% +$16.4K 0.06% 219
2023
Q2 		$108K Sell
336
-5
-1% -$1.64K 0.05% 231
2023
Q1 		$112K Sell
341
-25
-7% -$8.7K 0.06% 209
2022
Q4 		$126K Buy
366
+13
+4% +$4.53K 0.08% 179
2022
Q3 		$103K Buy
353
+42
+14% +$13.6K 0.06% 185
2022
Q2 		$92K Buy
311
+6
+2% +$1.87K 0.06% 195
2022
Q1 		$101K Buy
305
+202
+196% +$71.3K 0.06% 203
2021
Q4 		$39K Buy
103
+99
+2,475% +$39.2K 0.02% 266
2021
Q3 		$2K Buy
+4
New +$1.56K ﹤0.01% 378

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

Addison Advisors's GS Position: Q1 2026 in Review

Addison Advisors increased its Goldman Sachs (GS) stake by 1.7% in Q1 2026, buying an estimated $6.25K and bringing the position to 418 shares worth $354K. The position accounts for 0.08% of the portfolio, ranked #158.

Addison Advisors first reported a position in GS in Q3 2021 and has held it in 19 quarters since. The position peaked at $361K in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Addison Advisors held 418 shares of Goldman Sachs worth $354K as of Q1 2026.
  • Addison Advisors bought 7 Goldman Sachs shares in Q1 2026, an estimated $6.25K.
  • Goldman Sachs made up 0.08% of Addison Advisors's portfolio in Q1 2026, its #158 holding.
  • Addison Advisors first reported a position in Goldman Sachs in Q3 2021 and has held it in 19 quarters since.
  • Addison Advisors's Goldman Sachs position peaked at $361K in Q4 2025.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.