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

Evelyn Partners Investment 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	$33.4M	Sell	39,470 -2,259	-5%	-$2.02M	0.91%	27
2025 Q4	$36.7M	Sell	41,729 -3,779	-8%	-$3.08M	1.01%	25
2025 Q3	$36.2M	Sell	45,508 -1,412	-3%	-$1.05M	1.03%	25
2025 Q2	$33.2M	Sell	46,920 -20,012	-30%	-$11.6M	1.02%	26
2025 Q1	$36.6M	Sell	66,932 -4,209	-6%	-$2.53M	1.22%	23
2024 Q4	$40.7M	Buy	+71,141	New	+$39.7M	1.32%	22

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's GS Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Goldman Sachs (GS) stake by 5.4% in Q1 2026, selling an estimated $2.02M and leaving 39,470 shares worth $33.4M. The position accounts for 0.91% of the portfolio, ranked #27.

Evelyn Partners Investment Management first reported a position in GS in Q4 2024 and has held it in 6 quarters since. The position peaked at $40.7M in Q4 2024. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Evelyn Partners Investment Management held 39,470 shares of Goldman Sachs worth $33.4M as of Q1 2026.
Evelyn Partners Investment Management sold 2,259 Goldman Sachs shares in Q1 2026, an estimated $2.02M.
Goldman Sachs made up 0.91% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #27 holding.
Evelyn Partners Investment Management first reported a position in Goldman Sachs in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's Goldman Sachs position peaked at $40.7M in Q4 2024.
2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

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