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Cohen Investment Advisors’s Goldman Sachs GS Stock Holding History

Cohen Investment 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 		$7M Sell
8,273
-154
-2% -$137K 3.33% 5
2025
Q4 		$7.41M Sell
8,427
-62
-0.7% -$50.6K 3.41% 6
2025
Q3 		$6.76M Sell
8,489
-41
-0.5% -$30.4K 3.28% 8
2025
Q2 		$6.04M Buy
8,530
+171
+2% +$99.1K 3.15% 7
2025
Q1 		$4.57M Buy
8,359
+50
+0.6% +$30.1K 2.65% 9
2024
Q4 		$4.76M Sell
8,309
-17
-0.2% -$9.48K 2.87% 9
2024
Q3 		$4.12M Buy
8,326
+608
+8% +$297K 2.52% 9
2024
Q2 		$2.5M Sell
7,718
-414
-5% -$182K 2.01% 19
2024
Q1 		$3.4M Buy
8,132
+289
+4% +$112K 2.2% 13
2023
Q4 		$3.03M Buy
7,843
+125
+2% +$41.7K 2.23% 13
2023
Q3 		$2.5M Sell
7,718
-96
-1% -$32.1K 2.01% 19
2023
Q2 		$2.52M Buy
7,814
+187
+2% +$61.5K 2.03% 18
2023
Q1 		$2.49M Sell
7,627
-214
-3% -$74.5K 1.97% 19
2022
Q4 		$2.69M Sell
7,841
-31
-0.4% -$10.8K 2.24% 15
2022
Q3 		$2.31M Sell
7,872
-8
-0.1% -$2.59K 2.12% 16
2022
Q2 		$2.34M Buy
7,880
+54
+0.7% +$16.8K 2% 19
2022
Q1 		$2.58M Buy
7,826
+13
+0.2% +$4.59K 1.92% 20
2021
Q4 		$2.99M Sell
7,813
-55
-0.7% -$21.8K 2.13% 16
2021
Q3 		$2.98M Sell
7,868
-222
-3% -$86.7K 2.28% 11
2021
Q2 		$3.07M Sell
8,090
-750
-8% -$268K 2.39% 13
2021
Q1 		$2.82M Buy
8,840
+704
+9% +$219K 2.29% 14
2020
Q4 		$2.15M Buy
+8,136
New +$1.81M 1.94% 22

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

Cohen Investment Advisors's GS Position: Q1 2026 in Review

Cohen Investment Advisors reduced its Goldman Sachs (GS) stake by 1.8% in Q1 2026, selling an estimated $137K and leaving 8,273 shares worth $7M. The position accounts for 3.33% of the portfolio, ranked #5.

Cohen Investment Advisors first reported a position in GS in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.41M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Cohen Investment Advisors held 8,273 shares of Goldman Sachs worth $7M as of Q1 2026.
  • Cohen Investment Advisors sold 154 Goldman Sachs shares in Q1 2026, an estimated $137K.
  • Goldman Sachs made up 3.33% of Cohen Investment Advisors's portfolio in Q1 2026, its #5 holding.
  • Cohen Investment Advisors first reported a position in Goldman Sachs in Q4 2020 and has held it in 22 quarters since.
  • Cohen Investment Advisors's Goldman Sachs position peaked at $7.41M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Cohen Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.