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Great Valley Advisor Group’s Goldman Sachs GS Stock Holding History

Great Valley Advisor Group’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 		$4.26M Buy
5,036
+1,018
+25% +$908K 0.08% 228
2025
Q4 		$3.53M Buy
4,018
+338
+9% +$276K 0.07% 246
2025
Q3 		$2.93M Buy
3,680
+124
+3% +$91.9K 0.06% 261
2025
Q2 		$2.52M Buy
3,556
+130
+4% +$75.3K 0.06% 278
2025
Q1 		$1.87M Buy
3,426
+367
+12% +$221K 0.04% 321
2024
Q4 		$1.75M Sell
3,059
-699
-19% -$390K 0.04% 339
2024
Q3 		$1.86M Buy
3,758
+912
+32% +$446K 0.05% 320
2024
Q2 		$1.29M Buy
2,846
+28
+1% +$12.3K 0.04% 344
2024
Q1 		$1.18M Sell
2,818
-375
-12% -$146K 0.04% 347
2023
Q4 		$1.23M Buy
3,193
+559
+21% +$187K 0.04% 314
2023
Q3 		$853K Buy
2,634
+71
+3% +$23.7K 0.04% 343
2023
Q2 		$826K Sell
2,563
-35
-1% -$11.5K 0.03% 339
2023
Q1 		$850K Sell
2,598
-1,208
-32% -$421K 0.04% 333
2022
Q4 		$1.31M Sell
3,806
-1,368
-26% -$476K 0.07% 282
2022
Q3 		$1.52M Buy
5,174
+11
+0.2% +$3.56K 0.08% 231
2022
Q2 		$1.53M Buy
5,163
+4,361
+544% +$1.36M 0.08% 234
2022
Q1 		$273K Sell
802
-1,687
-68% -$596K 0.02% 502
2021
Q4 		$952K Buy
+2,489
New +$985K 0.06% 271
2020
Q3 		– Sell
-19,133
Closed -$3.78M – 444
2020
Q2 		$3.78M Buy
19,133
+156
+0.8% +$29.3K 0.62% 40
2020
Q1 		$2.93M Buy
18,977
+34
+0.2% +$7.22K 0.78% 31
2019
Q4 		$4.36M Buy
18,943
+130
+0.7% +$28.2K 0.97% 16
2019
Q3 		$3.9M Buy
18,813
+109
+0.6% +$22.8K 0.94% 16
2019
Q2 		$3.83M Buy
+18,704
New +$3.7M 0.96% 15
2019
Q1 		– Sell
-316,517
Closed -$13.4M – 300
2018
Q4 		$13.4M Buy
+316,517
New +$63.8M 5.01% 3

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

Great Valley Advisor Group's GS Position: Q1 2026 in Review

Great Valley Advisor Group increased its Goldman Sachs (GS) stake by 25% in Q1 2026, buying an estimated $908K and bringing the position to 5,036 shares worth $4.26M. The position accounts for 0.08% of the portfolio, ranked #228.

Great Valley Advisor Group first reported a position in GS in Q4 2018 and has held it in 24 quarters since. The position peaked at $13.4M in Q4 2018. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Great Valley Advisor Group held 5,036 shares of Goldman Sachs worth $4.26M as of Q1 2026.
  • Great Valley Advisor Group bought 1,018 Goldman Sachs shares in Q1 2026, an estimated $908K.
  • Goldman Sachs made up 0.08% of Great Valley Advisor Group's portfolio in Q1 2026, its #228 holding.
  • Great Valley Advisor Group first reported a position in Goldman Sachs in Q4 2018 and has held it in 24 quarters since.
  • Great Valley Advisor Group's Goldman Sachs position peaked at $13.4M in Q4 2018.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.