Evelyn Partners
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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
Q3 		$60.4M Sell
67,052
-2,573
-4% -$2.63M 0.97% 23
2026
Q2 		$70.4M Buy
+69,625
New +$67.9M 0.15% 18

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Evelyn Partners's GS Position: Q3 2026 in Review

Evelyn Partners reduced its Goldman Sachs (GS) stake by 3.7% in Q3 2026, selling an estimated $2.63M and leaving 67,052 shares worth $60.4M. The position accounts for 0.97% of the portfolio, ranked #23.

Evelyn Partners first reported a position in GS in Q2 2026 and has held it in 2 quarters since. The position peaked at $70.4M in Q2 2026. 2,750 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Evelyn Partners held 67,052 shares of Goldman Sachs worth $60.4M as of Q3 2026.
  • Evelyn Partners sold 2,573 Goldman Sachs shares in Q3 2026, an estimated $2.63M.
  • Goldman Sachs made up 0.97% of Evelyn Partners's portfolio in Q3 2026, its #23 holding.
  • Evelyn Partners first reported a position in Goldman Sachs in Q2 2026 and has held it in 2 quarters since.
  • Evelyn Partners's Goldman Sachs position peaked at $70.4M in Q2 2026.
  • 2,750 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.