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EverSource Wealth Advisors’s Goldman Sachs GS Stock Holding History

EverSource Wealth 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 		$4.85M Sell
4,796
-3,491
-42% -$3.4M 0.16% 122
2026
Q1 		$7.01M Buy
8,287
+3,351
+68% +$2.99M 0.21% 79
2025
Q4 		$4.34M Buy
4,936
+31
+0.6% +$25.3K 0.16% 112
2025
Q3 		$3.91M Buy
4,905
+10
+0.2% +$7.41K 0.15% 120
2025
Q2 		$3.46M Buy
4,895
+164
+3% +$95K 0.16% 121
2025
Q1 		$2.58M Sell
4,731
-220
-4% -$132K 0.14% 129
2024
Q4 		$2.84M Buy
4,951
+119
+2% +$66.4K 0.16% 117
2024
Q3 		$2.39M Sell
4,832
-104
-2% -$50.9K 0.15% 124
2024
Q2 		$2.51M Buy
4,936
+517
+12% +$227K 0.17% 115
2024
Q1 		$1.89M Buy
4,419
+74
+2% +$28.7K 0.15% 120
2023
Q4 		$1.68M Sell
4,345
-1,730
-28% -$577K 0.15% 124
2023
Q3 		$1.97M Sell
6,075
-2,083
-26% -$696K 0.21% 105
2023
Q2 		$2.63M Sell
8,158
-986
-11% -$324K 0.29% 83
2023
Q1 		$2.99M Buy
9,144
+351
+4% +$122K 0.37% 69
2022
Q4 		$3.02M Buy
8,793
+3,865
+78% +$1.35M 0.46% 56
2022
Q3 		$1.44M Buy
4,928
+4,470
+976% +$1.45M 0.33% 57
2022
Q2 		$136K Buy
458
+93
+25% +$29K 0.04% 312
2022
Q1 		$121K Buy
365
+44
+14% +$15.5K 0.03% 305
2021
Q4 		$123K Buy
+321
New +$127K 0.03% 280

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

EverSource Wealth Advisors's GS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Goldman Sachs (GS) stake by 42% in Q2 2026, selling an estimated $3.4M and leaving 4,796 shares worth $4.85M. The position accounts for 0.16% of the portfolio, ranked #122.

EverSource Wealth Advisors first reported a position in GS in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.01M in Q1 2026. 3,152 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • EverSource Wealth Advisors held 4,796 shares of Goldman Sachs worth $4.85M as of Q2 2026.
  • EverSource Wealth Advisors sold 3,491 Goldman Sachs shares in Q2 2026, an estimated $3.4M.
  • Goldman Sachs made up 0.16% of EverSource Wealth Advisors's portfolio in Q2 2026, its #122 holding.
  • EverSource Wealth Advisors first reported a position in Goldman Sachs in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Goldman Sachs position peaked at $7.01M in Q1 2026.
  • 3,152 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.