EWM
GS icon

Evercore Wealth Management’s Goldman Sachs GS Stock Holding History

Evercore Wealth 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 		$4.4M Hold
5,197
– – 0.07% 108
2025
Q4 		$4.57M Sell
5,197
-29
-0.6% -$23.7K 0.07% 110
2025
Q3 		$4.16M Buy
5,226
+125
+2% +$92.6K 0.06% 116
2025
Q2 		$3.61M Sell
5,101
-67
-1% -$38.8K 0.06% 121
2025
Q1 		$2.82M Sell
5,168
-78
-1% -$46.9K 0.05% 137
2024
Q4 		$3M Hold
5,246
– – 0.05% 131
2024
Q3 		$2.6M Sell
5,246
-60
-1% -$29.3K 0.04% 138
2024
Q2 		$2.4M Sell
5,306
-50
-0.9% -$21.9K 0.04% 140
2024
Q1 		$2.24M Buy
5,356
+49
+0.9% +$19K 0.04% 154
2023
Q4 		$2.05M Buy
5,307
+58
+1% +$19.4K 0.03% 160
2023
Q3 		$1.7M Sell
5,249
-283
-5% -$94.6K 0.03% 169
2023
Q2 		$1.78M Buy
5,532
+247
+5% +$81.2K 0.03% 167
2023
Q1 		$1.73M Sell
5,285
-624
-11% -$217K 0.03% 162
2022
Q4 		$2.03M Sell
5,909
-109
-2% -$37.9K 0.04% 153
2022
Q3 		$1.76M Sell
6,018
-30
-0.5% -$9.72K 0.04% 147
2022
Q2 		$1.8M Sell
6,048
-47
-0.8% -$14.6K 0.04% 152
2022
Q1 		$2.01M Sell
6,095
-10
-0.2% -$3.53K 0.04% 161
2021
Q4 		$2.34M Hold
6,105
– – 0.04% 160
2021
Q3 		$2.31M Sell
6,105
-78
-1% -$30.5K 0.04% 159
2021
Q2 		$2.35M Sell
6,183
-113
-2% -$40.4K 0.04% 160
2021
Q1 		$2.06M Buy
6,296
+711
+13% +$221K 0.04% 166
2020
Q4 		$1.47M Buy
5,585
+688
+14% +$153K 0.03% 182
2020
Q3 		$984K Buy
4,897
+699
+17% +$142K 0.02% 198
2020
Q2 		$830K Buy
4,198
+937
+29% +$176K 0.02% 210
2020
Q1 		$504K Buy
3,261
+28
+0.9% +$5.94K 0.02% 243
2019
Q4 		$743K Buy
3,233
+71
+2% +$15.4K 0.02% 238
2019
Q3 		$656K Buy
3,162
+283
+10% +$59.2K 0.02% 247
2019
Q2 		$589K Buy
2,879
+379
+15% +$75K 0.02% 261
2019
Q1 		$480K Sell
2,500
-894
-26% -$172K 0.02% 276
2018
Q4 		$567K Sell
3,394
-750
-18% -$151K 0.02% 240
2018
Q3 		$929K Buy
4,144
+1,025
+33% +$238K 0.03% 209
2018
Q2 		$688K Buy
3,119
+1,234
+65% +$294K 0.02% 237
2018
Q1 		$475K Sell
1,885
-154
-8% -$40.1K 0.02% 248
2017
Q4 		$520K Sell
2,039
-35
-2% -$8.59K 0.02% 252
2017
Q3 		$492K Sell
2,074
-55
-3% -$12.4K 0.02% 254
2017
Q2 		$472K Buy
2,129
+38
+2% +$8.44K 0.02% 262
2017
Q1 		$481K Buy
2,091
+265
+15% +$64K 0.02% 265
2016
Q4 		$438K Sell
1,826
-407
-18% -$82.6K 0.02% 261
2016
Q3 		$360K Buy
2,233
+53
+2% +$8.62K 0.01% 285
2016
Q2 		$324K Buy
2,180
+210
+11% +$32.8K 0.01% 296
2016
Q1 		$309K Sell
1,970
-1,607
-45% -$249K 0.01% 298
2015
Q4 		$645K Buy
3,577
+288
+9% +$53.5K 0.03% 223
2015
Q3 		$572K Buy
3,289
+32
+1% +$6.27K 0.03% 239
2015
Q2 		$679K Buy
3,257
+514
+19% +$105K 0.03% 238
2015
Q1 		$515K Sell
2,743
-493
-15% -$91.7K 0.02% 270
2014
Q4 		$628K Sell
3,236
-452
-12% -$84.9K 0.03% 216
2014
Q3 		$676K Buy
3,688
+1,355
+58% +$238K 0.03% 226
2014
Q2 		$391K Buy
2,333
+345
+17% +$55.7K 0.02% 302
2014
Q1 		$327K Sell
1,988
-1,452
-42% -$244K 0.02% 311
2013
Q4 		$611K Buy
3,440
+1,906
+124% +$314K 0.03% 239
2013
Q3 		$243K Sell
1,534
-116
-7% -$18.7K 0.01% 377
2013
Q2 		$251K Buy
+1,650
New +$252K 0.01% 373

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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 $295B AUM 31.6% 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

Evercore Wealth Management's GS Position: Q1 2026 in Review

Evercore Wealth Management held its Goldman Sachs (GS) position steady in Q1 2026 at 5,197 shares worth $4.4M. The position accounts for 0.07% of the portfolio, ranked #108.

Evercore Wealth Management first reported a position in GS in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.57M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Evercore Wealth Management held 5,197 shares of Goldman Sachs worth $4.4M as of Q1 2026.
  • Evercore Wealth Management left its Goldman Sachs share count unchanged in Q1 2026.
  • Goldman Sachs made up 0.07% of Evercore Wealth Management's portfolio in Q1 2026, its #108 holding.
  • Evercore Wealth Management first reported a position in Goldman Sachs in Q2 2013 and has held it in 52 quarters since.
  • Evercore Wealth Management's Goldman Sachs position peaked at $4.57M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.