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Evermay Wealth Management’s Goldman Sachs GS Stock Holding History

Evermay 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 		$165K Sell
195
-12
-6% -$10.7K 0.02% 211
2025
Q4 		$182K Hold
207
– – 0.02% 204
2025
Q3 		$165K Hold
207
– – 0.02% 211
2025
Q2 		$147K Sell
207
-6
-3% -$3.48K 0.02% 226
2025
Q1 		$116K Buy
213
+100
+88% +$60.2K 0.02% 242
2024
Q4 		$64.7K Buy
113
+1
+0.9% +$558 0.01% 297
2024
Q3 		$55.5K Sell
112
-3
-3% -$1.47K 0.01% 328
2024
Q2 		$52K Hold
115
– – 0.01% 342
2024
Q1 		$48K Sell
115
-7
-6% -$2.72K 0.01% 354
2023
Q4 		$47.1K Sell
122
-75
-38% -$25K 0.01% 334
2023
Q3 		$63.7K Hold
197
– – 0.01% 282
2023
Q2 		$63.5K Hold
197
– – 0.01% 289
2023
Q1 		$64.4K Hold
197
– – 0.01% 279
2022
Q4 		$67.6K Buy
197
+102
+107% +$35.5K 0.01% 265
2022
Q3 		$28K Sell
95
-10
-10% -$3.24K 0.01% 318
2022
Q2 		$31K Buy
105
+74
+239% +$23K 0.01% 310
2022
Q1 		$10K Buy
+31
New +$10.9K ﹤0.01% 420

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

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

Evermay Wealth Management reduced its Goldman Sachs (GS) stake by 5.8% in Q1 2026, selling an estimated $10.7K and leaving 195 shares worth $165K. The position accounts for 0.02% of the portfolio, ranked #211.

Evermay Wealth Management first reported a position in GS in Q1 2022 and has held it in 17 quarters since. The position peaked at $182K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Evermay Wealth Management held 195 shares of Goldman Sachs worth $165K as of Q1 2026.
  • Evermay Wealth Management sold 12 Goldman Sachs shares in Q1 2026, an estimated $10.7K.
  • Goldman Sachs made up 0.02% of Evermay Wealth Management's portfolio in Q1 2026, its #211 holding.
  • Evermay Wealth Management first reported a position in Goldman Sachs in Q1 2022 and has held it in 17 quarters since.
  • Evermay Wealth Management's Goldman Sachs position peaked at $182K in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.