Evelyn Partners Investment Management Services’s Goldman Sachs GS Stock Holding History

Evelyn Partners Investment Management 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	$14.1M	Sell	16,672 -8,282	-33%	-$7.39M	1.66%	15
2025 Q4	$21.9M	Buy	24,954 +128	+0.5%	+$104K	2.75%	10
2025 Q3	$19.8M	Buy	24,826 +751	+3%	+$556K	2.65%	9
2025 Q2	$17M	Buy	24,075 +9,495	+65%	+$5.5M	2.56%	12
2025 Q1	$7.96M	Buy	14,580 +2,696	+23%	+$1.62M	1.31%	28
2024 Q4	$6.81M	Buy	+11,884	New	+$6.63M	1.19%	29

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

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

Evelyn Partners Investment Management Services reduced its Goldman Sachs (GS) stake by 33% in Q1 2026, selling an estimated $7.39M and leaving 16,672 shares worth $14.1M. The position accounts for 1.66% of the portfolio, ranked #15.

Evelyn Partners Investment Management Services first reported a position in GS in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.9M in Q4 2025. 2,983 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Evelyn Partners Investment Management Services held 16,672 shares of Goldman Sachs worth $14.1M as of Q1 2026.
Evelyn Partners Investment Management Services sold 8,282 Goldman Sachs shares in Q1 2026, an estimated $7.39M.
Goldman Sachs made up 1.66% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #15 holding.
Evelyn Partners Investment Management Services first reported a position in Goldman Sachs in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's Goldman Sachs position peaked at $21.9M in Q4 2025.
2,983 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

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