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Everhart Financial Group’s Goldman Sachs GS Stock Holding History

Everhart Financial Group’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 		$3.61M Sell
3,570
-163
-4% -$159K 0.23% 52
2026
Q1 		$3.16M Buy
3,733
+759
+26% +$677K 0.27% 54
2025
Q4 		$2.61M Buy
2,974
+134
+5% +$109K 0.24% 49
2025
Q3 		$2.26M Buy
2,840
+190
+7% +$141K 0.23% 51
2025
Q2 		$1.88M Buy
2,650
+178
+7% +$103K 0.22% 61
2025
Q1 		$1.35M Buy
2,472
+135
+6% +$81.2K 0.18% 77
2024
Q4 		$1.34M Buy
2,337
+176
+8% +$98.2K 0.28% 69
2024
Q3 		$1.07M Buy
2,161
+749
+53% +$366K 0.24% 94
2024
Q2 		$639K Sell
1,412
-1,163
-45% -$510K 0.17% 130
2024
Q1 		$1.08M Buy
2,575
+1,524
+145% +$591K 0.31% 64
2023
Q4 		$405K Buy
1,051
+234
+29% +$78.1K 0.14% 140
2023
Q3 		$264K Sell
817
-63
-7% -$21K 0.11% 170
2023
Q2 		$284K Buy
880
+186
+27% +$61.1K 0.12% 165
2023
Q1 		$227K Sell
694
-26
-4% -$9.05K 0.1% 176
2022
Q4 		$247K Sell
720
-270
-27% -$94K 0.12% 144
2022
Q3 		$290K Buy
990
+199
+25% +$64.5K 0.16% 130
2022
Q2 		$235K Buy
+791
New +$246K 0.14% 150

Other funds holding GS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Everhart Financial Group's GS Position: Q2 2026 in Review

Everhart Financial Group reduced its Goldman Sachs (GS) stake by 4.4% in Q2 2026, selling an estimated $159K and leaving 3,570 shares worth $3.61M. The position accounts for 0.23% of the portfolio, ranked #52.

Everhart Financial Group first reported a position in GS in Q2 2022 and has held it in 17 quarters since. 558 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Everhart Financial Group held 3,570 shares of Goldman Sachs worth $3.61M as of Q2 2026.
  • Everhart Financial Group sold 163 Goldman Sachs shares in Q2 2026, an estimated $159K.
  • Goldman Sachs made up 0.23% of Everhart Financial Group's portfolio in Q2 2026, its #52 holding.
  • Everhart Financial Group first reported a position in Goldman Sachs in Q2 2022 and has held it in 17 quarters since.
  • 558 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.