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Evelyn Partners’s Goldman Sachs GS Stock Holding History

Evelyn Partners’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
Q2 		$70.4M Buy
+69,625
New +$67.9M 0.15% 18

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Evelyn Partners's GS Position: Q2 2026 in Review

Evelyn Partners opened a new position in Goldman Sachs (GS) in Q2 2026: 69,625 shares worth $70.4M. The stake represents 0.15% of the portfolio and ranks #18 among its holdings.

3,030 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Evelyn Partners held 69,625 shares of Goldman Sachs worth $70.4M as of Q2 2026.
  • Goldman Sachs was a new Evelyn Partners position in Q2 2026.
  • Goldman Sachs made up 0.15% of Evelyn Partners's portfolio in Q2 2026, its #18 holding.
  • 3,030 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.