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Evolution Wealth Advisors’s Goldman Sachs GS Stock Holding History

Evolution 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 		$1.16M Hold
1,143
– – 0.14% 75
2026
Q1 		$967K Hold
1,143
– – 0.1% 78
2025
Q4 		$1M Sell
1,143
-160
-12% -$131K 0.1% 76
2025
Q3 		$1.04M Hold
1,303
– – 0.14% 75
2025
Q2 		$922K Sell
1,303
-35
-3% -$20.3K 0.14% 78
2025
Q1 		$731K Sell
1,338
-35
-3% -$21.1K 0.12% 76
2024
Q4 		$786K Buy
1,373
+875
+176% +$488K 0.13% 70
2024
Q3 		$247K Sell
498
-250
-33% -$122K 0.04% 117
2024
Q2 		$338K Sell
748
-17
-2% -$7.46K 0.07% 97
2024
Q1 		$320K Buy
+765
New +$297K 0.06% 97
2023
Q2 		– Sell
-765
Closed -$250K – 119
2023
Q1 		$250K Buy
765
+38
+5% +$13.2K 0.06% 102
2022
Q4 		$250K Buy
+727
New +$253K 0.06% 106
2022
Q3 		– Sell
-688
Closed -$205K – 115
2022
Q2 		$205K Hold
688
– – 0.05% 102
2022
Q1 		$227K Hold
688
– – 0.05% 104
2021
Q4 		$263K Hold
688
– – 0.04% 105
2021
Q3 		$260K Hold
688
– – 0.06% 89
2021
Q2 		$261K Hold
688
– – 0.05% 95
2021
Q1 		$225K Buy
688
+400
+139% +$125K 0.05% 101
2020
Q4 		$76K Sell
288
-210
-42% -$46.7K 0.02% 152
2020
Q3 		$100K Buy
498
+460
+1,211% +$93.6K 0.03% 140
2020
Q2 		$8K Sell
38
-13,259
-100% -$2.49M ﹤0.01% 315
2020
Q1 		$2.06M Buy
13,297
+12,838
+2,797% +$2.73M 0.83% 31
2019
Q4 		$106K Buy
459
+404
+735% +$87.7K 0.03% 104
2019
Q3 		$11K Sell
55
-394
-88% -$82.4K 0.01% 156
2019
Q2 		$92K Buy
449
+49
+12% +$9.7K 0.04% 67
2019
Q1 		$77K Hold
400
– – 0.04% 72
2018
Q4 		$67K Buy
+400
New +$80.7K 0.03% 88

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

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

Evolution Wealth Advisors held its Goldman Sachs (GS) position steady in Q2 2026 at 1,143 shares worth $1.16M. The position accounts for 0.14% of the portfolio, ranked #75.

Evolution Wealth Advisors first reported a position in GS in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.06M in Q1 2020. 3,167 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Evolution Wealth Advisors held 1,143 shares of Goldman Sachs worth $1.16M as of Q2 2026.
  • Evolution Wealth Advisors left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.14% of Evolution Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • Evolution Wealth Advisors first reported a position in Goldman Sachs in Q4 2018 and has held it in 27 quarters since.
  • Evolution Wealth Advisors's Goldman Sachs position peaked at $2.06M in Q1 2020.
  • 3,167 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.