AI
GS icon

Atria Investments’s Goldman Sachs GS Stock Holding History

Atria Investments’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 		$15.9M Sell
18,790
-1,595
-8% -$1.42M 0.18% 110
2025
Q4 		$17.9M Sell
20,385
-1,551
-7% -$1.27M 0.2% 91
2025
Q3 		$17.5M Sell
21,936
-247
-1% -$183K 0.2% 94
2025
Q2 		$15.7M Sell
22,183
-3,087
-12% -$1.79M 0.19% 115
2025
Q1 		$13.8M Buy
25,270
+1,323
+6% +$796K 0.18% 122
2024
Q4 		$13.7M Buy
23,947
+2,478
+12% +$1.38M 0.17% 127
2024
Q3 		$10.6M Buy
21,469
+3,060
+17% +$1.5M 0.13% 171
2024
Q2 		$8.33M Sell
18,409
-970
-5% -$426K 0.11% 203
2024
Q1 		$8.09M Buy
19,379
+612
+3% +$237K 0.11% 212
2023
Q4 		$7.24M Sell
18,767
-231
-1% -$77.1K 0.11% 214
2023
Q3 		$6.15M Buy
18,998
+985
+5% +$329K 0.11% 229
2023
Q2 		$5.81M Sell
18,013
-440
-2% -$145K 0.1% 220
2023
Q1 		$6.04M Buy
18,453
+28
+0.2% +$9.75K 0.11% 216
2022
Q4 		$6.33M Buy
18,425
+3,630
+25% +$1.26M 0.13% 204
2022
Q3 		$4.34M Buy
14,795
+770
+5% +$249K 0.1% 261
2022
Q2 		$4.17M Buy
14,025
+1,363
+11% +$424K 0.09% 280
2022
Q1 		$4.18M Buy
12,662
+414
+3% +$146K 0.07% 323
2021
Q4 		$4.69M Buy
12,248
+1,462
+14% +$579K 0.08% 297
2021
Q3 		$4.08M Buy
10,786
+1,697
+19% +$663K 0.07% 314
2021
Q2 		$3.45M Buy
9,089
+2,384
+36% +$853K 0.07% 332
2021
Q1 		$2.19M Sell
6,705
-420
-6% -$131K 0.05% 424
2020
Q4 		$1.88M Sell
7,125
-54
-0.8% -$12K 0.05% 433
2020
Q3 		$1.44M Buy
7,179
+376
+6% +$76.5K 0.04% 440
2020
Q2 		$1.34M Buy
6,803
+1,576
+30% +$296K 0.05% 413
2020
Q1 		$808K Sell
5,227
-322
-6% -$68.4K 0.06% 261
2019
Q4 		$1.28M Buy
5,549
+2,144
+63% +$465K 0.03% 452
2019
Q3 		$706K Buy
3,405
+30
+0.9% +$6.27K 0.03% 506
2019
Q2 		$669K Sell
3,375
-733
-18% -$145K 0.03% 504
2019
Q1 		$789K Buy
4,108
+636
+18% +$123K 0.03% 418
2018
Q4 		$580K Sell
3,472
-1,119
-24% -$226K 0.03% 450
2018
Q3 		$1.03M Sell
4,591
-61
-1% -$14.2K 0.04% 384
2018
Q2 		$1.03M Sell
4,652
-549
-11% -$131K 0.05% 369
2018
Q1 		$1.31M Sell
5,201
-155
-3% -$40.4K 0.06% 287
2017
Q4 		$1.36M Buy
5,356
+79
+1% +$19.4K 0.07% 270
2017
Q3 		$1.25M Buy
5,277
+76
+1% +$17.1K 0.07% 261
2017
Q2 		$1.15M Buy
5,201
+1,028
+25% +$228K 0.07% 268
2017
Q1 		$959K Buy
4,173
+1,164
+39% +$281K 0.06% 271
2016
Q4 		$720K Buy
3,009
+712
+31% +$145K 0.05% 274
2016
Q3 		$370K Buy
2,297
+374
+19% +$60.8K 0.03% 361
2016
Q2 		$288K Sell
1,923
-462
-19% -$72.1K 0.03% 366
2016
Q1 		$374K Buy
2,385
+55
+2% +$8.51K 0.04% 321
2015
Q4 		$382K Buy
2,330
+964
+71% +$179K 0.04% 275
2015
Q3 		$237K Sell
1,366
-46
-3% -$9.02K 0.03% 302
2015
Q2 		$295K Sell
1,412
-131
-8% -$26.7K 0.03% 318
2015
Q1 		$290K Sell
1,543
-1,161
-43% -$216K 0.03% 326
2014
Q4 		$524K Buy
2,704
+122
+5% +$22.9K 0.06% 249
2014
Q3 		$474K Sell
2,582
-112
-4% -$19.7K 0.05% 282
2014
Q2 		$451K Sell
2,694
-516
-16% -$83.3K 0.05% 282
2014
Q1 		$526K Sell
3,210
-15
-0.5% -$2.52K 0.05% 283
2013
Q4 		$572K Sell
3,225
-327
-9% -$53.9K 0.06% 268
2013
Q3 		$562K Buy
3,552
+832
+31% +$134K 0.06% 260
2013
Q2 		$411K Buy
+2,720
New +$415K 0.05% 219

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

Atria Investments's GS Position: Q1 2026 in Review

Atria Investments reduced its Goldman Sachs (GS) stake by 7.8% in Q1 2026, selling an estimated $1.42M and leaving 18,790 shares worth $15.9M. The position accounts for 0.18% of the portfolio, ranked #110.

Atria Investments first reported a position in GS in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.9M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Atria Investments held 18,790 shares of Goldman Sachs worth $15.9M as of Q1 2026.
  • Atria Investments sold 1,595 Goldman Sachs shares in Q1 2026, an estimated $1.42M.
  • Goldman Sachs made up 0.18% of Atria Investments's portfolio in Q1 2026, its #110 holding.
  • Atria Investments first reported a position in Goldman Sachs in Q2 2013 and has held it in 52 quarters since.
  • Atria Investments's Goldman Sachs position peaked at $17.9M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.