Forvis Mazars Wealth Advisors’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.7M | Buy |
3,187
+100
| +3% | +$89.2K | 0.05% | 128 |
|
|
2025
Q4 | $2.71M | Buy |
3,087
+70
| +2% | +$57.1K | 0.05% | 131 |
|
|
2025
Q3 | $2.4M | Sell |
3,017
-36
| -1% | -$26.7K | 0.05% | 138 |
|
|
2025
Q2 | $2.16M | Buy |
3,053
+379
| +14% | +$220K | 0.05% | 150 |
|
|
2025
Q1 | $1.46M | Buy |
2,674
+441
| +20% | +$265K | 0.04% | 175 |
|
|
2024
Q4 | $1.28M | Sell |
2,233
-4
| -0.2% | -$2.23K | 0.03% | 196 |
|
|
2024
Q3 | $1.11M | Sell |
2,237
-36
| -2% | -$17.6K | 0.03% | 221 |
|
|
2024
Q2 | $1.03M | Buy |
2,273
+165
| +8% | +$72.4K | 0.03% | 210 |
|
|
2024
Q1 | $880K | Buy |
2,108
+441
| +26% | +$171K | 0.02% | 223 |
|
|
2023
Q4 | $643K | Buy |
1,667
+20
| +1% | +$6.67K | 0.02% | 248 |
|
|
2023
Q3 | $533K | Sell |
1,647
-327
| -17% | -$109K | 0.02% | 264 |
|
|
2023
Q2 | $637K | Buy |
1,974
+323
| +20% | +$106K | 0.02% | 254 |
|
|
2023
Q1 | $540K | Sell |
1,651
-89
| -5% | -$31K | 0.02% | 258 |
|
|
2022
Q4 | $597K | Buy |
1,740
+210
| +14% | +$73.1K | 0.02% | 239 |
|
|
2022
Q3 | $448K | Buy |
1,530
+73
| +5% | +$23.7K | 0.02% | 265 |
|
|
2022
Q2 | $433K | Buy |
1,457
+222
| +18% | +$69.1K | 0.02% | 270 |
|
|
2022
Q1 | $408K | Buy |
+1,235
| New | +$436K | 0.02% | 206 |
|
|
2021
Q2 | – | Sell |
-993
| Closed | -$325K | – | 269 |
|
|
2021
Q1 | $325K | Sell |
993
-674
| -40% | -$210K | 0.02% | 215 |
|
|
2020
Q4 | $440K | Buy |
1,667
+600
| +56% | +$134K | 0.02% | 245 |
|
|
2020
Q3 | $214K | Buy |
+1,067
| New | +$217K | 0.01% | 307 |
|
|
2020
Q1 | – | Sell |
-1,063
| Closed | -$244K | – | 294 |
|
|
2019
Q4 | $244K | Buy |
+1,063
| New | +$231K | 0.02% | 258 |
|
|
2018
Q4 | – | Sell |
-5,920
| Closed | -$211K | – | 232 |
|
|
2018
Q3 | $211K | Buy |
+5,920
| New | +$1.38M | 0.02% | 221 |
|
|
2018
Q2 | – | Sell |
-912
| Closed | -$230K | – | 237 |
|
|
2018
Q1 | $230K | Sell |
912
-270
| -23% | -$70.3K | 0.02% | 215 |
|
|
2017
Q4 | $301K | Sell |
1,182
-103
| -8% | -$25.3K | 0.03% | 199 |
|
|
2017
Q3 | $305K | Buy |
1,285
+27
| +2% | +$6.09K | 0.03% | 189 |
|
|
2017
Q2 | $279K | Buy |
1,258
+113
| +10% | +$25.1K | 0.03% | 192 |
|
|
2017
Q1 | $263K | Sell |
1,145
-105
| -8% | -$25.4K | 0.03% | 189 |
|
|
2016
Q4 | $299K | Buy |
+1,250
| New | +$254K | 0.04% | 158 |
|
|
2016
Q1 | – | Sell |
-1,903
| Closed | -$343K | – | 193 |
|
|
2015
Q4 | $343K | Sell |
1,903
-11
| -0.6% | -$2.04K | 0.05% | 137 |
|
|
2015
Q3 | $333K | Buy |
1,914
+898
| +88% | +$176K | 0.06% | 128 |
|
|
2015
Q2 | $212K | Buy |
+1,016
| New | +$207K | 0.03% | 174 |
|
Other funds holding GS
VCM
VPM
Forvis Mazars Wealth Advisors's GS Position: Q1 2026 in Review
Forvis Mazars Wealth Advisors increased its Goldman Sachs (GS) stake by 3.2% in Q1 2026, buying an estimated $89.2K and bringing the position to 3,187 shares worth $2.7M. The position accounts for 0.05% of the portfolio, ranked #128.
Forvis Mazars Wealth Advisors first reported a position in GS in Q2 2015 and has held it in 31 quarters since. The position peaked at $2.71M in Q4 2025. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.
- Forvis Mazars Wealth Advisors held 3,187 shares of Goldman Sachs worth $2.7M as of Q1 2026.
- Forvis Mazars Wealth Advisors bought 100 Goldman Sachs shares in Q1 2026, an estimated $89.2K.
- Goldman Sachs made up 0.05% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #128 holding.
- Forvis Mazars Wealth Advisors first reported a position in Goldman Sachs in Q2 2015 and has held it in 31 quarters since.
- Forvis Mazars Wealth Advisors's Goldman Sachs position peaked at $2.71M in Q4 2025.
- 2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.