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Evolve Private Wealth’s Goldman Sachs GS Stock Holding History

Evolve Private Wealth’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 		$2.79M Buy
3,293
+807
+32% +$720K 0.15% 129
2025
Q4 		$2.19M Buy
+2,486
New +$2.03M 0.13% 144

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

Evolve Private Wealth's GS Position: Q1 2026 in Review

Evolve Private Wealth increased its Goldman Sachs (GS) stake by 32% in Q1 2026, buying an estimated $720K and bringing the position to 3,293 shares worth $2.79M. The position accounts for 0.15% of the portfolio, ranked #129.

Evolve Private Wealth first reported a position in GS in Q4 2025 and has held it in 2 quarters since. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Evolve Private Wealth held 3,293 shares of Goldman Sachs worth $2.79M as of Q1 2026.
  • Evolve Private Wealth bought 807 Goldman Sachs shares in Q1 2026, an estimated $720K.
  • Goldman Sachs made up 0.15% of Evolve Private Wealth's portfolio in Q1 2026, its #129 holding.
  • Evolve Private Wealth first reported a position in Goldman Sachs in Q4 2025 and has held it in 2 quarters since.
  • 2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.