Alta Advisers’s Goldman Sachs GS Stock Holding History

Alta Advisers’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	$963K	Hold	1,138	–	–	0.35%	42
2025 Q4	$1M	Sell	1,138 -400	-26%	-$326K	0.36%	41
2025 Q3	$1.22M	Hold	1,538	–	–	0.37%	38
2025 Q2	$1.09M	Hold	1,538	–	–	0.39%	43
2025 Q1	$840K	Buy	1,538 +500	+48%	+$301K	0.36%	52
2024 Q4	$594K	Buy	1,038 +138	+15%	+$77K	0.38%	49
2024 Q3	$446K	Hold	900	–	–	0.2%	63
2024 Q2	$407K	Hold	900	–	–	0.2%	59
2024 Q1	$376K	Hold	900	–	–	0.19%	65
2023 Q4	$347K	Hold	900	–	–	0.19%	66
2023 Q3	$291K	Hold	900	–	–	0.17%	72
2023 Q2	$290K	Hold	900	–	–	0.16%	73
2023 Q1	$294K	Hold	900	–	–	0.18%	70
2022 Q4	$309K	Hold	900	–	–	0.19%	67
2022 Q3	$264K	Buy	+900	New	+$292K	0.17%	71

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

Alta Advisers's GS Position: Q1 2026 in Review

Alta Advisers held its Goldman Sachs (GS) position steady in Q1 2026 at 1,138 shares worth $963K. The position accounts for 0.35% of the portfolio, ranked #42.

Alta Advisers first reported a position in GS in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.22M in Q3 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Alta Advisers held 1,138 shares of Goldman Sachs worth $963K as of Q1 2026.
Alta Advisers left its Goldman Sachs share count unchanged in Q1 2026.
Goldman Sachs made up 0.35% of Alta Advisers's portfolio in Q1 2026, its #42 holding.
Alta Advisers first reported a position in Goldman Sachs in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's Goldman Sachs position peaked at $1.22M in Q3 2025.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.