Essex Financial Services’s Goldman Sachs GS Stock Holding History

Essex Financial Services’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	$3.91M	Buy	4,623 +43	+0.9%	+$38.4K	0.22%	100
2025 Q4	$4.03M	Sell	4,580 -76	-2%	-$62K	0.23%	92
2025 Q3	$3.71M	Sell	4,656 -14	-0.3%	-$10.4K	0.22%	96
2025 Q2	$3.3M	Buy	4,670 +285	+6%	+$165K	0.22%	99
2025 Q1	$2.4M	Buy	4,385 +75	+2%	+$45.1K	0.17%	121
2024 Q4	$2.47M	Sell	4,310 -10	-0.2%	-$5.58K	0.17%	120
2024 Q3	$2.24M	Sell	4,320 -283	-6%	-$138K	0.16%	120
2024 Q2	$2.24M	Buy	4,603 +467	+11%	+$205K	0.17%	118
2024 Q1	$1.73M	Sell	4,136 -404	-9%	-$157K	0.16%	132
2023 Q4	$1.75M	Buy	4,540 +511	+13%	+$171K	0.18%	117
2023 Q3	$1.3M	Buy	4,029 +19	+0.5%	+$6.35K	0.15%	140
2023 Q2	$1.29M	Sell	4,010 -146	-4%	-$48K	0.15%	143
2023 Q1	$1.36M	Sell	4,156 -78	-2%	-$27.2K	0.14%	149
2022 Q4	$1.45M	Sell	4,234 -126	-3%	-$43.9K	0.15%	134
2022 Q3	$1.28M	Buy	4,360 +6	+0.1%	+$1.94K	0.15%	132
2022 Q2	$1.29M	Buy	4,354 +178	+4%	+$55.4K	0.14%	139
2022 Q1	$1.38M	Sell	4,176 -195	-4%	-$68.9K	0.13%	159
2021 Q4	$1.67M	Buy	4,371 +18	+0.4%	+$7.13K	0.17%	130
2021 Q3	$1.65M	Buy	4,353 +295	+7%	+$115K	0.19%	126
2021 Q2	$1.33M	Hold	4,058	–	–	0.19%	115
2021 Q1	$1.33M	Sell	4,058 -507	-11%	-$158K	0.24%	100
2020 Q4	$1.2M	Buy	4,565 +26	+0.6%	+$5.79K	0.24%	104
2020 Q3	$912K	Buy	4,539 +599	+15%	+$122K	0.22%	105
2020 Q2	$779K	Sell	3,940 -187	-5%	-$35.1K	0.24%	99
2020 Q1	$638K	Buy	4,127 +2,512	+156%	+$533K	0.23%	105
2019 Q4	$371K	Buy	1,615 +108	+7%	+$23.4K	0.1%	178
2019 Q3	$312K	Sell	1,507 -1,449	-49%	-$303K	0.1%	179
2019 Q2	$605K	Sell	2,956 -265	-8%	-$52.4K	0.18%	122
2019 Q1	$618K	Sell	3,221 -1,940	-38%	-$374K	0.19%	114
2018 Q4	$862K	Sell	5,161 -3,779	-42%	-$762K	0.26%	84
2018 Q3	$2M	Buy	8,940 +80	+0.9%	+$18.6K	0.44%	64
2018 Q2	$1.95M	Buy	8,860 +400	+5%	+$95.4K	0.47%	57
2018 Q1	$2.13M	Sell	8,460 -420	-5%	-$109K	0.42%	60
2017 Q4	$2.26M	Sell	8,880 -268	-3%	-$65.7K	0.54%	49
2017 Q3	$2.17M	Sell	9,148 -136	-1%	-$30.7K	0.53%	48
2017 Q2	$2.06M	Buy	9,284 +2,807	+43%	+$624K	0.43%	58
2017 Q1	$1.49M	Sell	6,477 -2,592	-29%	-$626K	0.34%	73
2016 Q4	$2.17M	Buy	9,069 +2,189	+32%	+$444K	0.47%	54
2016 Q3	$1.11M	Buy	6,880 +49	+0.7%	+$7.97K	0.27%	100
2016 Q2	$1.01M	Sell	6,831 -229	-3%	-$35.7K	0.25%	98
2016 Q1	$1.11M	Buy	7,060 +1,407	+25%	+$218K	0.27%	89
2015 Q4	$1.02M	Buy	5,653 +763	+16%	+$142K	0.24%	101
2015 Q3	$850K	Buy	4,890 +293	+6%	+$57.5K	0.22%	110
2015 Q2	$960K	Sell	4,597 -150	-3%	-$30.6K	0.25%	103
2015 Q1	$892K	Sell	4,747 -80	-2%	-$14.9K	0.23%	114
2014 Q4	$936K	Buy	4,827 +679	+16%	+$128K	0.24%	99
2014 Q3	$761K	Sell	4,148 -909	-18%	-$160K	0.23%	108
2014 Q2	$847K	Buy	5,057 +90	+2%	+$14.5K	0.25%	98
2014 Q1	$814K	Buy	4,967 +281	+6%	+$47.3K	0.27%	94
2013 Q4	$831K	Sell	4,686 -770	-14%	-$127K	0.28%	89
2013 Q3	$863	Buy	5,456 +209	+4%	+$33.6K	0.27%	83
2013 Q2	$794K	Buy	+5,247	New	+$800K	0.28%	88

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

Essex Financial Services's GS Position: Q1 2026 in Review

Essex Financial Services increased its Goldman Sachs (GS) stake by 0.94% in Q1 2026, buying an estimated $38.4K and bringing the position to 4,623 shares worth $3.91M. The position accounts for 0.22% of the portfolio, ranked #100.

Essex Financial Services first reported a position in GS in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.03M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Essex Financial Services held 4,623 shares of Goldman Sachs worth $3.91M as of Q1 2026.
Essex Financial Services bought 43 Goldman Sachs shares in Q1 2026, an estimated $38.4K.
Goldman Sachs made up 0.22% of Essex Financial Services's portfolio in Q1 2026, its #100 holding.
Essex Financial Services first reported a position in Goldman Sachs in Q2 2013 and has held it in 52 quarters since.
Essex Financial Services's Goldman Sachs position peaked at $4.03M in Q4 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.