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Evelyn Partners Asset Management’s Goldman Sachs GS Stock Holding History

Evelyn Partners 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 		$135K Sell
160
-2,473
-94% -$2.21M 0.03% 122
2025
Q4 		$2.31M Buy
2,633
+56
+2% +$45.7K 0.54% 48
2025
Q3 		$2.05M Buy
2,577
+119
+5% +$88.2K 0.46% 52
2025
Q2 		$1.74M Buy
2,458
+2,111
+608% +$1.22M 0.44% 51
2025
Q1 		$190K Buy
347
+270
+351% +$162K 0.05% 96
2024
Q4 		$44.1K Buy
+77
New +$42.9K 0.01% 139

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

Evelyn Partners Asset Management's GS Position: Q1 2026 in Review

Evelyn Partners Asset Management reduced its Goldman Sachs (GS) stake by 94% in Q1 2026, selling an estimated $2.21M and leaving 160 shares worth $135K. The position accounts for 0.03% of the portfolio, ranked #122.

Evelyn Partners Asset Management first reported a position in GS in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.31M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Evelyn Partners Asset Management held 160 shares of Goldman Sachs worth $135K as of Q1 2026.
  • Evelyn Partners Asset Management sold 2,473 Goldman Sachs shares in Q1 2026, an estimated $2.21M.
  • Goldman Sachs made up 0.03% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #122 holding.
  • Evelyn Partners Asset Management first reported a position in Goldman Sachs in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's Goldman Sachs position peaked at $2.31M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.