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EP Wealth Advisors’s Goldman Sachs GS Stock Holding History

EP Wealth 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 		$9.06M Sell
10,710
-1,625
-13% -$1.45M 0.04% 231
2025
Q4 		$10.8M Buy
+12,335
New +$10.1M 0.06% 191
2025
Q2 		$9.33M Buy
13,184
+6,427
+95% +$3.72M 0.06% 191
2025
Q1 		$3.69M Buy
6,757
+1,064
+19% +$640K 0.03% 261
2024
Q4 		$3.26M Sell
5,693
-6
-0.1% -$3.35K 0.03% 273
2024
Q3 		$2.82M Buy
5,699
+2,350
+70% +$1.15M 0.02% 297
2024
Q2 		$1.51M Buy
3,349
+335
+11% +$147K 0.02% 324
2024
Q1 		$1.26M Sell
3,014
-635
-17% -$246K 0.01% 342
2023
Q4 		$1.41M Buy
3,649
+740
+25% +$247K 0.02% 312
2023
Q3 		$941K Sell
2,909
-15,136
-84% -$5.06M 0.01% 340
2023
Q2 		$1.1M Sell
18,045
-21,455
-54% -$7.05M 0.02% 313
2023
Q1 		$71 Buy
39,500
+32,822
+491% +$11.4M ﹤0.01% 634
2022
Q4 		$2.29M Buy
+6,678
New +$2.33M 0.04% 212
2022
Q3 		– Sell
-2,556
Closed -$759K – 446
2022
Q2 		$759K Buy
2,556
+383
+18% +$119K 0.02% 299
2022
Q1 		$717K Buy
2,173
+139
+7% +$49.1K 0.02% 309
2021
Q4 		$778K Buy
2,034
+516
+34% +$204K 0.02% 284
2021
Q3 		$574K Buy
1,518
+14
+0.9% +$5.47K 0.02% 308
2021
Q2 		$571K Buy
1,504
+189
+14% +$67.6K 0.02% 316
2021
Q1 		$430K Buy
1,315
+503
+62% +$157K 0.01% 351
2020
Q4 		$214K Buy
+812
New +$181K 0.01% 397
2019
Q4 		– Sell
-969
Closed -$201K – 422
2019
Q3 		$201K Sell
969
-57
-6% -$11.9K 0.01% 346
2019
Q2 		$210K Buy
+1,026
New +$203K 0.01% 291

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

EP Wealth Advisors's GS Position: Q1 2026 in Review

EP Wealth Advisors reduced its Goldman Sachs (GS) stake by 13% in Q1 2026, selling an estimated $1.45M and leaving 10,710 shares worth $9.06M. The position accounts for 0.04% of the portfolio, ranked #231.

EP Wealth Advisors first reported a position in GS in Q2 2019 and has held it in 22 quarters since. The position peaked at $10.8M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • EP Wealth Advisors held 10,710 shares of Goldman Sachs worth $9.06M as of Q1 2026.
  • EP Wealth Advisors sold 1,625 Goldman Sachs shares in Q1 2026, an estimated $1.45M.
  • Goldman Sachs made up 0.04% of EP Wealth Advisors's portfolio in Q1 2026, its #231 holding.
  • EP Wealth Advisors first reported a position in Goldman Sachs in Q2 2019 and has held it in 22 quarters since.
  • EP Wealth Advisors's Goldman Sachs position peaked at $10.8M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.