Evergreen Advisors’s Goldman Sachs GS Stock Holding History

Evergreen Advisors’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	–	Sell	-55	Closed	-$46.5K	–	93
2026 Q1	$46.5K	Buy	+55	New	+$49.1K	0.01%	64

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Evergreen Advisors's GS Position: Q2 2026 in Review

Evergreen Advisors sold out of Goldman Sachs (GS) in Q2 2026, closing a stake of 55 shares — an estimated $46.5K sold.

Evergreen Advisors first reported a position in GS in Q1 2026 and held it in 1 quarter. The position peaked at $46.5K in Q1 2026. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Evergreen Advisors reported no remaining Goldman Sachs position as of Q2 2026 after selling out during the quarter.
Evergreen Advisors sold 55 Goldman Sachs shares in Q2 2026, an estimated $46.5K.
Evergreen Advisors first reported a position in Goldman Sachs in Q1 2026 and held it in 1 quarter.
Evergreen Advisors's Goldman Sachs position peaked at $46.5K in Q1 2026.
3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.