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Evanson Asset Management’s Goldman Sachs GS Stock Holding History

Evanson Asset Management’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 		$208K Hold
246
– – 0.01% 306
2025
Q4 		$216K Sell
246
-68
-22% -$55.5K 0.01% 316
2025
Q3 		$250K Hold
314
– – 0.01% 287
2025
Q2 		$222K Sell
314
-82
-21% -$47.5K 0.01% 308
2025
Q1 		$216K Buy
396
+40
+11% +$24.1K 0.02% 290
2024
Q4 		$204K Buy
+356
New +$199K 0.01% 291
2017
Q1 		– Sell
-846
Closed -$203K – 228
2016
Q4 		$203K Buy
+846
New +$172K 0.06% 204

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

Evanson Asset Management's GS Position: Q1 2026 in Review

Evanson Asset Management held its Goldman Sachs (GS) position steady in Q1 2026 at 246 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #306.

Evanson Asset Management first reported a position in GS in Q4 2016 and has held it in 7 quarters since. The position peaked at $250K in Q3 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Evanson Asset Management held 246 shares of Goldman Sachs worth $208K as of Q1 2026.
  • Evanson Asset Management left its Goldman Sachs share count unchanged in Q1 2026.
  • Goldman Sachs made up 0.01% of Evanson Asset Management's portfolio in Q1 2026, its #306 holding.
  • Evanson Asset Management first reported a position in Goldman Sachs in Q4 2016 and has held it in 7 quarters since.
  • Evanson Asset Management's Goldman Sachs position peaked at $250K in Q3 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.