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Evelyn Partners Investment Management (Europe)’s Goldman Sachs GS Stock Holding History

Evelyn Partners Investment Management (Europe)’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 		$3.53M Buy
4,167
+84
+2% +$74.9K 1.21% 24
2025
Q4 		$3.59M Sell
4,083
-17
-0.4% -$13.9K 1.16% 23
2025
Q3 		$3.27M Sell
4,100
-25
-0.6% -$18.5K 1.13% 23
2025
Q2 		$2.92M Buy
4,125
+8
+0.2% +$4.64K 1.05% 27
2025
Q1 		$2.25M Buy
4,117
+140
+4% +$84.2K 0.84% 30
2024
Q4 		$2.28M Buy
+3,977
New +$2.22M 0.83% 28

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $336B AUM 34.66% 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 Investment Management (Europe)'s GS Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) increased its Goldman Sachs (GS) stake by 2.1% in Q1 2026, buying an estimated $74.9K and bringing the position to 4,167 shares worth $3.53M. The position accounts for 1.21% of the portfolio, ranked #24.

Evelyn Partners Investment Management (Europe) first reported a position in GS in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.59M in Q4 2025. 2,991 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 4,167 shares of Goldman Sachs worth $3.53M as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) bought 84 Goldman Sachs shares in Q1 2026, an estimated $74.9K.
  • Goldman Sachs made up 1.21% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #24 holding.
  • Evelyn Partners Investment Management (Europe) first reported a position in Goldman Sachs in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management (Europe)'s Goldman Sachs position peaked at $3.59M in Q4 2025.
  • 2,991 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.