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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
Q2 		$106K Sell
105
-90
-46% -$87.7K 0.01% 262
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Evermay Wealth Management's GS Position: Q2 2026 in Review

Evermay Wealth Management reduced its Goldman Sachs (GS) stake by 46% in Q2 2026, selling an estimated $87.7K and leaving 105 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #262.

Evermay Wealth Management first reported a position in GS in Q1 2022 and has held it in 18 quarters since. The position peaked at $182K in Q4 2025. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Evermay Wealth Management held 105 shares of Goldman Sachs worth $106K as of Q2 2026.
  • Evermay Wealth Management sold 90 Goldman Sachs shares in Q2 2026, an estimated $87.7K.
  • Goldman Sachs made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #262 holding.
  • Evermay Wealth Management first reported a position in Goldman Sachs in Q1 2022 and has held it in 18 quarters since.
  • Evermay Wealth Management's Goldman Sachs position peaked at $182K in Q4 2025.
  • 3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.