FI
GS icon

Finivi Inc’s Goldman Sachs GS Stock Holding History

Finivi Inc’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 		$2.07M Sell
2,045
-27
-1% -$26.3K 1.06% 30
2026
Q1 		$1.75M Buy
2,072
+142
+7% +$127K 0.96% 29
2025
Q4 		$1.7M Sell
1,930
-104
-5% -$84.9K 0.98% 30
2025
Q3 		$1.62M Buy
2,034
+38
+2% +$28.2K 1.03% 28
2025
Q2 		$1.41M Buy
1,996
+59
+3% +$34.2K 0.96% 29
2025
Q1 		$1.06M Buy
1,937
+135
+7% +$81.2K 0.85% 31
2024
Q4 		$1.03M Buy
1,802
+459
+34% +$256K 0.82% 30
2024
Q3 		$665K Buy
1,343
+738
+122% +$361K 0.54% 47
2024
Q2 		$274K Buy
605
+23
+4% +$10.1K 0.23% 75
2024
Q1 		$243K Buy
582
+13
+2% +$5.04K 0.22% 77
2023
Q4 		$220K Buy
+569
New +$190K 0.21% 88
2021
Q4 		$1.83M Buy
+4,787
New +$1.9M 1.93% 16

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

Finivi Inc's GS Position: Q2 2026 in Review

Finivi Inc reduced its Goldman Sachs (GS) stake by 1.3% in Q2 2026, selling an estimated $26.3K and leaving 2,045 shares worth $2.07M. The position accounts for 1.06% of the portfolio, ranked #30.

Finivi Inc first reported a position in GS in Q4 2021 and has held it in 12 quarters since. 3,117 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Finivi Inc held 2,045 shares of Goldman Sachs worth $2.07M as of Q2 2026.
  • Finivi Inc sold 27 Goldman Sachs shares in Q2 2026, an estimated $26.3K.
  • Goldman Sachs made up 1.06% of Finivi Inc's portfolio in Q2 2026, its #30 holding.
  • Finivi Inc first reported a position in Goldman Sachs in Q4 2021 and has held it in 12 quarters since.
  • 3,117 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.